-60.1%
PINS vs IBN
+73.5%
-133.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +1.0% | +1.9% | -0.9% | 0.0% |
| 30D | -12.0% | +22.1% | -34.1% | -21.5% |
| 3M | -17.9% | +17.1% | -35.0% | -25.0% |
| 6M | -1.0% | +35.5% | -36.6% | -16.8% |
| YTD | -26.0% | +16.8% | -42.8% | -32.7% |
| 1Y | -28.5% | +12.4% | -40.9% | -33.5% |
| 3Y | -39.2% | +58.0% | -97.2% | -58.2% |
| All | -60.1% | +73.5% | -133.5% | -76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling