+131.2%
WFC vs PINS
-14.1%
+145.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.2% |
| 7D | +3.8% | -12.0% | +15.8% | +5.7% |
| 30D | +1.5% | -12.7% | +14.1% | +3.4% |
| 3M | +10.9% | -5.5% | +16.4% | +11.3% |
| 6M | +8.4% | +5.3% | +3.2% | +6.6% |
| YTD | -1.9% | -21.2% | +19.3% | +0.3% |
| 1Y | +12.3% | -45.0% | +57.4% | +20.5% |
| 3Y | +132.3% | -26.2% | +158.5% | +132.1% |
| 5Y | +130.1% | -64.0% | +194.0% | +140.7% |
| All | +131.2% | -14.1% | +145.3% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling