+136.5%
WMT vs PINS
-38.3%
+174.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +2.0% | +1.0% | +1.0% | +2.0% |
| 30D | +10.3% | -12.0% | +22.3% | +10.7% |
| 3M | +11.0% | -17.9% | +28.8% | +11.5% |
| 6M | -2.3% | -1.0% | -1.3% | -2.5% |
| YTD | +15.7% | -26.0% | +41.7% | +17.5% |
| 1Y | +26.0% | -28.5% | +54.4% | +28.2% |
| 3Y | +136.5% | -39.2% | +175.7% | +134.2% |
| All | +136.5% | -38.3% | +174.8% | +134.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling