-35.5%
PINS vs IOVA
+362.8%
-398.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.3% |
| 7D | +1.4% | -41.3% | +42.7% | +4.9% |
| 30D | +5.8% | -38.5% | +44.3% | +9.0% |
| 3M | -17.0% | +99.5% | -116.6% | -21.8% |
| 6M | +1.8% | +126.0% | -124.2% | -6.1% |
| YTD | -18.0% | +218.7% | -236.7% | -27.4% |
| 1Y | -35.5% | +378.0% | -413.5% | -45.3% |
| All | -35.5% | +362.8% | -398.3% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling