-16.4%
PINS vs IBN
+174.5%
-190.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -1.9% |
| 7D | -12.0% | +1.4% | -13.4% | -12.5% |
| 30D | -12.7% | -0.3% | -12.3% | -12.6% |
| 3M | -5.5% | +17.1% | -22.6% | -11.2% |
| 6M | +5.3% | +3.4% | +1.9% | +3.5% |
| YTD | -21.2% | +2.5% | -23.7% | -22.4% |
| 1Y | -45.0% | -4.2% | -40.9% | -44.6% |
| 3Y | -26.2% | +32.4% | -58.6% | -35.7% |
| 5Y | -64.0% | +59.2% | -123.1% | -70.9% |
| All | -16.4% | +174.5% | -190.9% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling