+141.9%
IGV vs PINS
-23.0%
+164.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.2% | +8.4% | +1.6% |
| 7D | -1.5% | -13.9% | +12.3% | +2.2% |
| 30D | -3.0% | -25.0% | +22.0% | +4.1% |
| 3M | +9.6% | -16.6% | +26.2% | +14.1% |
| 6M | +16.1% | -7.0% | +23.1% | +17.3% |
| YTD | -3.6% | -29.4% | +25.8% | +3.5% |
| 1Y | -7.8% | -49.9% | +42.1% | +6.8% |
| 3Y | +40.0% | -33.6% | +73.6% | +44.2% |
| 5Y | +21.2% | -66.8% | +88.0% | +35.8% |
| All | +141.9% | -23.0% | +164.9% | +86.0% |
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