-16.4%
PINS vs IQV
+102.2%
-118.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -1.3% |
| 7D | -12.0% | +2.3% | -14.3% | -13.3% |
| 30D | -12.7% | +13.4% | -26.1% | -19.3% |
| 3M | -5.5% | +43.3% | -48.8% | -25.6% |
| 6M | +5.3% | +50.5% | -45.3% | -20.1% |
| YTD | -21.2% | +18.8% | -40.0% | -31.5% |
| 1Y | -45.0% | +45.5% | -90.5% | -58.5% |
| 3Y | -26.2% | +19.4% | -45.6% | -40.7% |
| 5Y | -64.0% | +1.7% | -65.7% | -67.7% |
| All | -16.4% | +102.2% | -118.6% | -60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling