+141.0%
IGV vs PINS
-19.5%
+160.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | +2.5% | -3.4% | +5.8% | +3.4% |
| 30D | -8.6% | -14.5% | +5.9% | -5.0% |
| 3M | -1.6% | -16.5% | +14.9% | +2.5% |
| 6M | +13.4% | -7.0% | +20.5% | +14.4% |
| YTD | -4.0% | -26.1% | +22.2% | +1.6% |
| 1Y | -7.6% | -30.0% | +22.4% | -0.9% |
| 3Y | +39.3% | -38.5% | +77.7% | +46.9% |
| 5Y | +14.5% | -58.4% | +72.9% | +22.2% |
| All | +141.0% | -19.5% | +160.5% | +82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling