+20.1%
IVV vs PINS
-45.1%
+65.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.7% | -0.3% |
| 7D | +0.1% | -12.0% | +12.2% | +0.8% |
| 30D | +0.1% | -12.7% | +12.7% | +0.8% |
| 3M | +2.0% | -5.5% | +7.5% | +2.2% |
| 6M | +13.0% | +5.3% | +7.8% | +12.3% |
| YTD | +13.6% | -21.2% | +34.8% | +14.4% |
| 1Y | +20.1% | -45.0% | +65.1% | +21.0% |
| All | +20.1% | -45.1% | +65.2% | +21.0% |
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 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