-27.1%
PINS vs IVZ
+144.8%
-172.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.6% |
| 7D | -12.0% | +0.6% | -12.7% | -12.3% |
| 30D | -12.7% | +4.0% | -16.7% | -14.2% |
| 3M | -5.5% | +18.2% | -23.7% | -12.6% |
| 6M | +5.3% | +32.8% | -27.6% | -8.2% |
| YTD | -21.2% | +28.7% | -50.0% | -30.6% |
| 1Y | -45.0% | +55.4% | -100.4% | -56.0% |
| All | -27.1% | +144.8% | -172.0% | -53.7% |
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 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