-22.3%
PINS vs IOVA
-25.2%
+2.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.9% | -8.1% | -4.8% |
| 7D | -2.1% | -5.2% | +3.1% | -1.4% |
| 30D | -6.6% | -37.8% | +31.1% | -0.8% |
| 3M | -18.7% | +29.5% | -48.2% | -24.6% |
| 6M | -10.4% | +96.6% | -107.0% | -25.0% |
| YTD | -26.8% | +194.5% | -221.3% | -44.4% |
| 1Y | -27.9% | +248.1% | -275.9% | -47.3% |
| 3Y | -38.7% | +86.1% | -124.8% | -59.5% |
| 5Y | -59.0% | -67.8% | +8.9% | -64.2% |
| All | -22.3% | -25.2% | +2.9% | -51.5% |
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 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