-35.5%
PINS vs IQV
+25.1%
-60.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.8% | +4.1% |
| 7D | +1.4% | -5.5% | +6.9% | +3.6% |
| 30D | +5.8% | -0.9% | +6.6% | +6.1% |
| 3M | -17.0% | +15.6% | -32.6% | -21.8% |
| 6M | +1.8% | +63.9% | -62.1% | -18.3% |
| YTD | -18.0% | +17.0% | -35.1% | -26.6% |
| 1Y | -35.5% | +25.0% | -60.6% | -45.4% |
| All | -35.5% | +25.1% | -60.6% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling