+121.7%
WFC vs PINS
-19.5%
+141.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | +1.7% | -3.4% | +5.1% | +2.2% |
| 30D | +6.8% | -14.5% | +21.4% | +9.2% |
| 3M | -3.0% | -16.5% | +13.5% | -0.8% |
| 6M | +15.4% | -7.0% | +22.4% | +15.5% |
| YTD | -5.9% | -26.1% | +20.2% | -3.3% |
| 1Y | +1.7% | -30.0% | +31.7% | +5.3% |
| 3Y | +124.9% | -38.5% | +163.4% | +131.0% |
| 5Y | +90.5% | -58.4% | +148.9% | +95.4% |
| All | +121.7% | -19.5% | +141.2% | +49.7% |
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