+130.8%
WMT vs PINS
-66.4%
+197.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.2% | +9.0% | +0.1% |
| 7D | -0.2% | -13.9% | +13.6% | +0.3% |
| 30D | -5.8% | -25.0% | +19.2% | -4.9% |
| 3M | -10.8% | -16.6% | +5.8% | -10.3% |
| 6M | -14.3% | -7.0% | -7.4% | -14.3% |
| YTD | -4.4% | -29.4% | +25.0% | -3.2% |
| 1Y | +4.3% | -49.9% | +54.2% | +7.2% |
| 3Y | +100.1% | -33.6% | +133.7% | +100.6% |
| 5Y | +130.8% | -66.8% | +197.7% | +126.8% |
| All | +130.8% | -66.4% | +197.2% | +126.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling