-21.5%
PINS vs IOVA
-27.8%
+6.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.1% |
| 7D | +1.0% | -3.5% | +4.5% | +1.6% |
| 30D | -12.0% | -45.4% | +33.4% | -4.5% |
| 3M | -17.9% | +19.0% | -36.9% | -22.7% |
| 6M | -1.0% | +112.0% | -113.1% | -18.1% |
| YTD | -26.0% | +184.2% | -210.3% | -43.6% |
| 1Y | -28.5% | +222.0% | -250.5% | -47.0% |
| 3Y | -39.2% | +92.6% | -131.7% | -60.2% |
| 5Y | -58.3% | -63.2% | +4.8% | -65.0% |
| All | -21.5% | -27.8% | +6.3% | -50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling