-59.3%
PINS vs IBB
+37.5%
-96.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.9% | -5.7% |
| 7D | -2.1% | -1.8% | -0.2% | -0.5% |
| 30D | -6.6% | +5.1% | -11.7% | -11.0% |
| 3M | -18.7% | +10.7% | -29.4% | -27.0% |
| 6M | -10.4% | +22.9% | -33.3% | -27.7% |
| YTD | -26.8% | +26.7% | -53.5% | -43.7% |
| 1Y | -27.9% | +35.1% | -63.0% | -48.5% |
| 3Y | -38.7% | +80.2% | -118.9% | -70.9% |
| All | -59.3% | +37.5% | -96.8% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling