-63.0%
FISV vs PINS
-47.9%
-15.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.2% | 0.0% |
| 7D | -7.2% | -9.9% | +2.7% | -5.3% |
| 30D | -7.2% | -20.9% | +13.7% | -3.0% |
| 3M | -8.2% | -13.7% | +5.6% | -5.7% |
| 6M | -17.7% | -3.0% | -14.6% | -17.8% |
| YTD | -27.2% | -27.5% | +0.3% | -24.6% |
| 1Y | -63.0% | -46.8% | -16.2% | -61.3% |
| All | -63.0% | -47.9% | -15.0% | -61.3% |
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