+76.9%
IVV vs PINS
-38.3%
+115.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -0.6% | -6.9% | +6.3% | +0.3% |
| 30D | -3.7% | -11.4% | +7.8% | -2.3% |
| 3M | -2.7% | -22.2% | +19.5% | 0.0% |
| 6M | +2.2% | -10.9% | +13.1% | +3.0% |
| YTD | +10.9% | -26.8% | +37.7% | +14.2% |
| 1Y | +11.3% | -29.8% | +41.2% | +15.2% |
| 3Y | +76.9% | -39.0% | +115.9% | +75.9% |
| All | +76.9% | -38.3% | +115.2% | +75.9% |
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 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