-39.0%
PINS vs IOVA
+103.0%
-142.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | -6.9% | -8.5% | +1.6% | -6.2% |
| 30D | -11.4% | -44.7% | +33.3% | -7.4% |
| 3M | -22.2% | +26.2% | -48.5% | -24.8% |
| 6M | -10.9% | +123.2% | -134.1% | -19.4% |
| YTD | -26.8% | +196.0% | -222.8% | -36.4% |
| 1Y | -29.8% | +240.9% | -270.8% | -40.1% |
| 3Y | -39.0% | +103.5% | -142.5% | -47.5% |
| All | -39.0% | +103.0% | -142.0% | -47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling