-22.3%
PINS vs OVV
+105.3%
-127.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -4.1% |
| 7D | -2.1% | -16.7% | +14.6% | +1.2% |
| 30D | -6.6% | -1.5% | -5.1% | -6.7% |
| 3M | -18.7% | +1.6% | -20.3% | -19.4% |
| 6M | -10.4% | +2.0% | -12.4% | -11.6% |
| YTD | -26.8% | +56.8% | -83.6% | -34.1% |
| 1Y | -27.9% | +64.8% | -92.7% | -35.8% |
| 3Y | -38.7% | +38.3% | -76.9% | -44.6% |
| 5Y | -59.0% | +84.9% | -143.9% | -65.8% |
| All | -22.3% | +105.3% | -127.6% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling