+148.4%
IGV vs PINS
-14.1%
+162.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | -0.1% | -1.7% |
| 7D | -4.5% | -12.0% | +7.5% | -1.4% |
| 30D | +3.2% | -12.7% | +15.9% | +6.7% |
| 3M | +4.5% | -5.5% | +10.0% | +5.6% |
| 6M | +22.1% | +5.3% | +16.8% | +19.6% |
| YTD | -1.0% | -21.2% | +20.2% | +3.5% |
| 1Y | -2.1% | -45.0% | +42.9% | +10.9% |
| 3Y | +44.6% | -26.2% | +70.8% | +45.0% |
| 5Y | +22.2% | -64.0% | +86.1% | +34.0% |
| All | +148.4% | -14.1% | +162.5% | +85.9% |
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