-49.9%
PINS vs IQV
+34.3%
-84.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.9% | -8.4% | -8.9% |
| 7D | -13.9% | -2.6% | -11.3% | -13.1% |
| 30D | -25.0% | +6.2% | -31.2% | -26.7% |
| 3M | -16.6% | +38.0% | -54.6% | -27.2% |
| 6M | -7.0% | +43.9% | -50.9% | -20.8% |
| YTD | -29.4% | +14.0% | -43.4% | -35.7% |
| 1Y | -49.9% | +35.5% | -85.4% | -56.0% |
| All | -49.9% | +34.3% | -84.2% | -56.0% |
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