+99.4%
WMT vs PINS
-33.7%
+133.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.2% | +9.0% | +0.1% |
| 7D | -0.2% | -13.9% | +13.6% | +0.2% |
| 30D | -5.8% | -25.0% | +19.2% | -5.1% |
| 3M | -10.8% | -16.6% | +5.8% | -10.4% |
| 6M | -14.3% | -7.0% | -7.4% | -14.4% |
| YTD | -4.4% | -29.4% | +25.0% | -2.9% |
| 1Y | +4.3% | -49.9% | +54.2% | +8.2% |
| All | +99.4% | -33.7% | +133.0% | +99.1% |
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