-35.5%
PINS vs NVS
+37.6%
-73.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +4.6% |
| 7D | +1.4% | +5.7% | -4.3% | +2.1% |
| 30D | +5.8% | +17.1% | -11.3% | +8.0% |
| 3M | -17.0% | +7.6% | -24.7% | -15.6% |
| 6M | +1.8% | +14.1% | -12.3% | +6.2% |
| YTD | -18.0% | +23.3% | -41.3% | -19.3% |
| 1Y | -35.5% | +36.0% | -71.5% | -38.2% |
| All | -35.5% | +37.6% | -73.2% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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