-63.4%
PINS vs OVV
+160.2%
-223.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.4% | -1.7% |
| 7D | -12.0% | +0.3% | -12.3% | -12.1% |
| 30D | -12.7% | +11.7% | -24.4% | -15.0% |
| 3M | -5.5% | +9.8% | -15.3% | -8.1% |
| 6M | +5.3% | +26.6% | -21.3% | -1.8% |
| YTD | -21.2% | +67.0% | -88.2% | -32.1% |
| 1Y | -45.0% | +55.9% | -101.0% | -51.9% |
| 3Y | -26.2% | +45.5% | -71.7% | -36.5% |
| All | -63.4% | +160.2% | -223.6% | -71.5% |
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