-18.9%
PINS vs IBB
+102.8%
-121.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.0% | -1.7% | -1.7% |
| 7D | -0.7% | -3.6% | +3.0% | +3.1% |
| 30D | -1.2% | +3.4% | -4.6% | -4.7% |
| 3M | -15.3% | +9.5% | -24.8% | -23.8% |
| 6M | -11.2% | +23.3% | -34.5% | -30.1% |
| YTD | -23.6% | +24.5% | -48.1% | -41.4% |
| 1Y | -23.1% | +32.9% | -56.1% | -45.4% |
| 3Y | -36.0% | +76.6% | -112.6% | -68.9% |
| 5Y | -57.2% | +35.5% | -92.7% | -70.8% |
| All | -18.9% | +102.8% | -121.7% | -66.1% |
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