-59.1%
PINS vs OVV
+85.0%
-144.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -6.2% | -10.7% | +4.6% | -3.8% |
| 30D | -10.9% | -5.3% | -5.6% | -10.2% |
| 3M | -19.5% | +2.4% | -21.9% | -20.6% |
| 6M | -10.4% | +5.7% | -16.0% | -12.7% |
| YTD | -26.4% | +56.8% | -83.1% | -36.0% |
| 1Y | -29.6% | +59.3% | -88.9% | -39.2% |
| 3Y | -39.0% | +49.0% | -88.0% | -48.0% |
| 5Y | -59.1% | +88.1% | -147.3% | -66.3% |
| All | -59.1% | +85.0% | -144.2% | -66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling