-63.4%
PINS vs IOVA
-64.9%
+1.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.3% |
| 7D | -12.0% | +9.7% | -21.8% | -13.1% |
| 30D | -12.7% | +102.5% | -115.2% | -21.2% |
| 3M | -5.5% | +100.7% | -106.2% | -15.4% |
| 6M | +5.3% | +106.3% | -101.1% | -7.2% |
| YTD | -21.2% | +222.0% | -243.2% | -35.4% |
| 1Y | -45.0% | +299.5% | -344.6% | -56.9% |
| 3Y | -26.2% | +42.9% | -69.1% | -42.3% |
| All | -63.4% | -64.9% | +1.5% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling