-21.2%
PINS vs OVV
+115.3%
-136.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.6% | +0.9% |
| 7D | -9.4% | +1.2% | -10.6% | -9.6% |
| 30D | -10.2% | -2.5% | -7.7% | -10.1% |
| 3M | -19.0% | +0.5% | -19.5% | -19.5% |
| 6M | -7.4% | +8.5% | -15.8% | -9.6% |
| YTD | -25.7% | +64.5% | -90.2% | -33.8% |
| 1Y | -29.7% | +64.7% | -94.4% | -37.4% |
| 3Y | -38.1% | +54.1% | -92.3% | -45.2% |
| 5Y | -57.3% | +95.4% | -152.7% | -64.8% |
| All | -21.2% | +115.3% | -136.5% | -46.3% |
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