-7.5%
IGV vs PINS
-35.1%
+27.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | -0.1% |
| 7D | -7.5% | +1.4% | -8.9% | -7.8% |
| 30D | -5.6% | +5.8% | -11.4% | -7.0% |
| 3M | +1.5% | -17.0% | +18.6% | +5.5% |
| 6M | +17.1% | +1.8% | +15.3% | +15.4% |
| YTD | -2.0% | -18.0% | +16.0% | -2.7% |
| 1Y | -7.5% | -35.5% | +28.0% | -7.3% |
| All | -7.5% | -35.1% | +27.5% | -7.3% |
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