+241.6%
WMT vs PINS
-20.9%
+262.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -0.2% |
| 7D | -2.5% | -9.9% | +7.4% | -2.0% |
| 30D | -6.4% | -20.9% | +14.5% | -5.3% |
| 3M | -12.1% | -13.7% | +1.6% | -11.6% |
| 6M | -15.0% | -3.0% | -11.9% | -15.1% |
| YTD | -4.5% | -27.5% | +23.0% | -3.3% |
| 1Y | +6.2% | -46.8% | +53.0% | +9.3% |
| 3Y | +99.9% | -31.8% | +131.7% | +100.0% |
| 5Y | +131.4% | -65.4% | +196.8% | +136.6% |
| All | +241.6% | -20.9% | +262.6% | +199.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling