-63.4%
PINS vs IBN
+61.6%
-125.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -1.8% |
| 7D | -12.0% | +1.4% | -13.4% | -12.7% |
| 30D | -12.7% | -0.3% | -12.3% | -12.6% |
| 3M | -5.5% | +17.1% | -22.6% | -12.6% |
| 6M | +5.3% | +3.4% | +1.9% | +3.2% |
| YTD | -21.2% | +2.5% | -23.7% | -22.5% |
| 1Y | -45.0% | -4.2% | -40.9% | -44.3% |
| 3Y | -26.2% | +32.4% | -58.6% | -40.3% |
| All | -63.4% | +61.6% | -125.0% | -74.5% |
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 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