-56.0%
FISV vs PINS
-67.1%
+11.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.2% | +4.9% | -2.9% |
| 7D | -6.4% | -13.9% | +7.4% | -4.2% |
| 30D | -6.8% | -25.0% | +18.2% | -2.6% |
| 3M | -10.0% | -16.6% | +6.6% | -7.7% |
| 6M | -20.6% | -7.0% | -13.7% | -20.2% |
| YTD | -27.6% | -29.4% | +1.8% | -24.5% |
| 1Y | -64.3% | -49.9% | -14.4% | -61.1% |
| 3Y | -60.0% | -33.6% | -26.3% | -59.5% |
| All | -56.0% | -67.1% | +11.0% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling