-23.0%
PINS vs IQV
+94.3%
-117.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -9.9% | -5.3% | -4.7% | -6.9% |
| 30D | -20.9% | +5.5% | -26.4% | -23.6% |
| 3M | -13.7% | +41.2% | -55.0% | -31.4% |
| 6M | -3.0% | +50.5% | -53.6% | -26.3% |
| YTD | -27.5% | +14.1% | -41.6% | -35.4% |
| 1Y | -46.8% | +39.9% | -86.7% | -58.8% |
| 3Y | -31.8% | +20.5% | -52.3% | -46.0% |
| 5Y | -65.4% | -1.2% | -64.1% | -68.5% |
| All | -23.0% | +94.3% | -117.4% | -62.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling