-37.7%
FISV vs PINS
-14.1%
-23.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.9% |
| 7D | -0.3% | -12.0% | +11.7% | +1.7% |
| 30D | -2.1% | -12.7% | +10.6% | +0.1% |
| 3M | -5.7% | -5.5% | -0.2% | -5.2% |
| 6M | -15.3% | +5.3% | -20.6% | -16.5% |
| YTD | -21.1% | -21.2% | +0.1% | -19.0% |
| 1Y | -61.1% | -45.0% | -16.0% | -57.9% |
| 3Y | -56.8% | -26.2% | -30.6% | -57.0% |
| 5Y | -54.2% | -64.0% | +9.8% | -51.5% |
| All | -37.7% | -14.1% | -23.6% | -57.1% |
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 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