-22.3%
PINS vs IVZ
+77.0%
-99.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.4% |
| 3M | -18.7% | -14.0% | -4.8% | -12.9% |
| 6M | -10.4% | +0.5% | -10.9% | -11.6% |
| YTD | -26.8% | +5.4% | -32.2% | -30.1% |
| 1Y | -27.9% | +19.5% | -47.3% | -35.3% |
| 3Y | -38.7% | +128.7% | -167.4% | -61.2% |
| 5Y | -59.0% | +28.8% | -87.7% | -66.7% |
| All | -22.3% | +77.0% | -99.3% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling