-26.9%
PINS vs IQV
+18.7%
-45.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -0.1% |
| 7D | -5.2% | +0.3% | -5.6% | -5.4% |
| 30D | -14.9% | +8.6% | -23.5% | -17.6% |
| 3M | -8.4% | +41.1% | -49.5% | -20.3% |
| 6M | +0.6% | +48.6% | -47.9% | -14.3% |
| YTD | -22.2% | +15.0% | -37.2% | -27.9% |
| 1Y | -46.9% | +38.1% | -85.0% | -54.1% |
| 3Y | -26.9% | +21.4% | -48.3% | -38.7% |
| All | -26.9% | +18.7% | -45.6% | -38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling