-39.2%
PINS vs IVZ
+152.3%
-191.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.9% |
| 7D | +1.0% | +7.6% | -6.6% | -2.3% |
| 30D | -12.0% | +4.3% | -16.3% | -13.6% |
| 3M | -17.9% | -9.3% | -8.5% | -14.6% |
| 6M | -1.0% | +5.2% | -6.3% | -4.1% |
| YTD | -26.0% | +13.4% | -39.5% | -31.4% |
| 1Y | -28.5% | +25.4% | -53.8% | -36.9% |
| 3Y | -39.2% | +152.5% | -191.7% | -63.6% |
| All | -39.2% | +152.3% | -191.5% | -63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling