+41.1%
IGV vs PINS
-28.3%
+69.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.6% | -1.5% |
| 7D | -3.3% | -5.2% | +1.9% | -2.1% |
| 30D | 0.0% | -14.9% | +14.9% | +3.8% |
| 3M | +7.3% | -8.4% | +15.8% | +9.1% |
| 6M | +16.7% | +0.6% | +16.1% | +15.7% |
| YTD | -2.8% | -22.2% | +19.4% | +1.3% |
| 1Y | -6.7% | -46.9% | +40.3% | +5.0% |
| 3Y | +41.1% | -26.9% | +68.0% | +43.5% |
| All | +41.1% | -28.3% | +69.4% | +43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling