-21.9%
PINS vs IBB
+112.1%
-134.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | -2.2% |
| 7D | -6.2% | +2.7% | -8.9% | -8.6% |
| 30D | -10.9% | +6.3% | -17.3% | -16.5% |
| 3M | -19.5% | +11.1% | -30.6% | -28.6% |
| 6M | -10.4% | +29.2% | -39.6% | -32.6% |
| YTD | -26.4% | +30.2% | -56.6% | -46.1% |
| 1Y | -29.6% | +39.5% | -69.1% | -52.5% |
| 3Y | -39.0% | +92.3% | -131.4% | -73.0% |
| 5Y | -59.1% | +43.0% | -102.1% | -73.6% |
| All | -21.9% | +112.1% | -134.0% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling