-63.0%
PINS vs IQV
-1.9%
-61.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | +0.4% |
| 7D | -5.2% | +0.3% | -5.6% | -5.5% |
| 30D | -14.9% | +8.6% | -23.5% | -18.7% |
| 3M | -8.4% | +41.1% | -49.5% | -24.9% |
| 6M | +0.6% | +48.6% | -47.9% | -20.0% |
| YTD | -22.2% | +15.0% | -37.2% | -29.7% |
| 1Y | -46.9% | +38.1% | -85.0% | -57.1% |
| 3Y | -26.9% | +21.4% | -48.3% | -40.4% |
| 5Y | -63.0% | -1.0% | -62.0% | -67.0% |
| All | -63.0% | -1.9% | -61.1% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling