-63.0%
PINS vs NVS
+88.8%
-151.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -13.9% | +12.7% | +1.7% |
| 7D | -5.2% | -14.6% | +9.4% | -2.2% |
| 30D | -14.9% | -11.9% | -3.0% | -12.9% |
| 3M | -8.4% | -6.0% | -2.5% | -7.7% |
| 6M | +0.6% | -11.4% | +12.0% | +2.7% |
| YTD | -22.2% | +2.9% | -25.1% | -24.9% |
| 1Y | -46.9% | +10.2% | -57.2% | -50.1% |
| 3Y | -26.9% | +55.3% | -82.2% | -42.3% |
| 5Y | -63.0% | +89.6% | -152.6% | -77.1% |
| All | -63.0% | +88.8% | -151.8% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling