-21.2%
PINS vs IOVA
-24.7%
+3.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -9.4% | -7.0% | -2.4% | -8.3% |
| 30D | -10.2% | -44.4% | +34.2% | -2.8% |
| 3M | -19.0% | +24.7% | -43.7% | -24.4% |
| 6M | -7.4% | +118.6% | -126.0% | -23.7% |
| YTD | -25.7% | +196.3% | -222.1% | -43.7% |
| 1Y | -29.7% | +205.3% | -235.0% | -47.4% |
| 3Y | -38.1% | +103.8% | -141.9% | -59.9% |
| 5Y | -57.3% | -65.6% | +8.3% | -63.4% |
| All | -21.2% | -24.7% | +3.6% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling