-16.4%
PINS vs IBB
+104.7%
-121.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.3% |
| 7D | -12.0% | +1.4% | -13.5% | -13.3% |
| 30D | -12.7% | +10.5% | -23.2% | -21.7% |
| 3M | -5.5% | +23.6% | -29.1% | -24.9% |
| 6M | +5.3% | +22.6% | -17.4% | -16.6% |
| YTD | -21.2% | +25.7% | -46.9% | -39.8% |
| 1Y | -45.0% | +51.4% | -96.4% | -66.3% |
| 3Y | -26.2% | +64.4% | -90.6% | -60.5% |
| 5Y | -64.0% | +22.1% | -86.1% | -72.3% |
| All | -16.4% | +104.7% | -121.1% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling