+121.7%
WFC vs PINS
-20.2%
+141.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +0.9% | -6.9% | +7.8% | +1.9% |
| 30D | +3.3% | -11.4% | +14.7% | +4.9% |
| 3M | -1.4% | -22.2% | +20.8% | +1.8% |
| 6M | +14.7% | -10.9% | +25.6% | +15.6% |
| YTD | -5.9% | -26.8% | +20.9% | -3.2% |
| 1Y | +1.8% | -29.8% | +31.7% | +5.5% |
| 3Y | +124.9% | -39.0% | +163.9% | +131.3% |
| 5Y | +92.7% | -58.7% | +151.4% | +97.9% |
| All | +121.7% | -20.2% | +141.9% | +49.9% |
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