+13.5%
WFC vs PINS
-52.1%
+65.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.2% | +11.2% | +2.6% |
| 7D | +0.4% | -13.9% | +14.3% | +1.5% |
| 30D | +2.5% | -25.0% | +27.4% | +4.6% |
| 3M | +10.0% | -16.6% | +26.6% | +11.2% |
| 6M | +15.1% | -7.0% | +22.0% | +15.0% |
| YTD | -2.2% | -29.4% | +27.2% | +0.3% |
| 1Y | +13.5% | -49.9% | +63.4% | +19.1% |
| All | +13.5% | -52.1% | +65.6% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling