+117.7%
WFC vs PINS
-38.9%
+156.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +0.2% |
| 7D | +1.2% | -2.1% | +3.3% | +1.6% |
| 30D | +5.2% | -6.6% | +11.9% | +6.1% |
| 3M | -3.0% | -18.7% | +15.7% | -0.5% |
| 6M | +6.2% | -10.4% | +16.6% | +6.8% |
| YTD | -7.9% | -26.8% | +18.9% | -4.7% |
| 1Y | +0.3% | -27.9% | +28.1% | +4.0% |
| 3Y | +117.7% | -38.7% | +156.4% | +114.0% |
| All | +117.7% | -38.9% | +156.7% | +114.0% |
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