-30.0%
PINS vs IVZ
+21.8%
-51.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -3.4% | +5.1% | -8.5% | -5.0% |
| 30D | -14.5% | -1.6% | -13.0% | -14.1% |
| 3M | -16.5% | -9.1% | -7.4% | -14.2% |
| 6M | -7.0% | +1.8% | -8.8% | -7.8% |
| YTD | -26.1% | +10.8% | -37.0% | -28.5% |
| 1Y | -30.0% | +19.1% | -49.1% | -33.7% |
| All | -30.0% | +21.8% | -51.9% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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