-17.5%
PINS vs IBN
+167.5%
-185.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.3% | -0.3% |
| 7D | -5.2% | -2.2% | -3.0% | -4.4% |
| 30D | -14.9% | -2.3% | -12.7% | -14.2% |
| 3M | -8.4% | +15.9% | -24.3% | -13.6% |
| 6M | +0.6% | +5.6% | -4.9% | -1.8% |
| YTD | -22.2% | -0.1% | -22.1% | -22.6% |
| 1Y | -46.9% | -6.5% | -40.4% | -46.0% |
| 3Y | -26.9% | +29.3% | -56.2% | -35.7% |
| 5Y | -63.0% | +56.6% | -119.6% | -69.9% |
| All | -17.5% | +167.5% | -185.0% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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