+27.4%
WMT vs PINS
-35.1%
+62.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.2% | -0.8% | +3.6% |
| 7D | +8.8% | +1.4% | +7.3% | +8.8% |
| 30D | +22.9% | +5.8% | +17.2% | +23.2% |
| 3M | +16.1% | -17.0% | +33.1% | +15.1% |
| 6M | -0.5% | +1.8% | -2.2% | -0.1% |
| YTD | +16.7% | -18.0% | +34.7% | +19.4% |
| 1Y | +27.4% | -35.5% | +62.9% | +31.7% |
| All | +27.4% | -35.1% | +62.4% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PINS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling