+184.2%
IVV vs PINS
-20.2%
+204.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +1.0% |
| 7D | -2.7% | -2.1% | -0.6% | -2.4% |
| 30D | -5.4% | -6.6% | +1.3% | -4.5% |
| 3M | -4.1% | -18.7% | +14.7% | -1.4% |
| 6M | +0.7% | -10.4% | +11.1% | +1.5% |
| YTD | +8.7% | -26.8% | +35.5% | +12.1% |
| 1Y | +11.0% | -27.9% | +38.8% | +14.6% |
| 3Y | +75.4% | -38.7% | +114.1% | +79.8% |
| 5Y | +68.3% | -59.0% | +127.3% | +73.4% |
| All | +184.2% | -20.2% | +204.4% | +111.5% |
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 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