-38.7%
PINS vs IVZ
+122.1%
-160.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -2.1% | -2.4% | +0.4% | -0.9% |
| 30D | -6.6% | -11.2% | +4.6% | -1.8% |
| 3M | -18.7% | -14.0% | -4.8% | -13.5% |
| 6M | -10.4% | +0.5% | -10.9% | -11.4% |
| YTD | -26.8% | +5.4% | -32.2% | -29.7% |
| 1Y | -27.9% | +19.5% | -47.3% | -34.9% |
| 3Y | -38.7% | +128.7% | -167.4% | -60.1% |
| All | -38.7% | +122.1% | -160.8% | -60.1% |
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