-65.4%
PINS vs INVH
-20.2%
-45.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | -6.6% | -3.0% | -3.6% | -5.4% |
| 30D | -16.8% | -7.5% | -9.3% | -14.0% |
| 3M | -11.4% | -5.5% | -5.9% | -9.4% |
| 6M | -1.7% | +11.7% | -13.4% | -7.0% |
| YTD | -26.4% | +1.3% | -27.8% | -27.6% |
| 1Y | -45.5% | -6.1% | -39.4% | -44.4% |
| 3Y | -31.7% | -9.8% | -22.0% | -31.2% |
| All | -65.4% | -20.2% | -45.3% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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