-60.1%
PINS vs IOVA
-63.3%
+3.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.1% |
| 7D | +1.0% | -3.5% | +4.5% | +1.4% |
| 30D | -12.0% | -45.4% | +33.4% | -6.3% |
| 3M | -17.9% | +19.0% | -36.9% | -21.5% |
| 6M | -1.0% | +112.0% | -113.1% | -14.0% |
| YTD | -26.0% | +184.2% | -210.3% | -39.6% |
| 1Y | -28.5% | +222.0% | -250.5% | -42.8% |
| 3Y | -39.2% | +92.6% | -131.7% | -55.9% |
| All | -60.1% | -63.3% | +3.2% | -62.9% |
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