-59.1%
PINS vs NVS
+135.9%
-195.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -6.2% | +1.3% | -7.5% | -6.4% |
| 30D | -10.9% | +13.9% | -24.8% | -13.0% |
| 3M | -19.5% | +4.7% | -24.2% | -20.4% |
| 6M | -10.4% | +12.1% | -22.5% | -12.8% |
| YTD | -26.4% | +22.3% | -48.7% | -31.1% |
| 1Y | -29.6% | +33.5% | -63.1% | -36.0% |
| 3Y | -39.0% | +94.7% | -133.8% | -54.0% |
| 5Y | -59.1% | +137.6% | -196.7% | -73.5% |
| All | -59.1% | +135.9% | -195.0% | -73.5% |
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