+75.4%
IVV vs PINS
-38.9%
+114.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.8% |
| 7D | -2.7% | -2.1% | -0.6% | -2.4% |
| 30D | -5.4% | -6.6% | +1.3% | -4.7% |
| 3M | -4.1% | -18.7% | +14.7% | -1.9% |
| 6M | +0.7% | -10.4% | +11.1% | +1.4% |
| YTD | +8.7% | -26.8% | +35.5% | +11.9% |
| 1Y | +11.0% | -27.9% | +38.8% | +14.4% |
| 3Y | +75.4% | -38.7% | +114.1% | +75.6% |
| All | +75.4% | -38.9% | +114.4% | +75.6% |
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 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