-57.2%
PINS vs OVV
+88.6%
-145.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.9% | -6.1% |
| 7D | -0.7% | -14.9% | +14.2% | +2.8% |
| 30D | -1.2% | -0.9% | -0.3% | -1.4% |
| 3M | -15.3% | +5.6% | -20.9% | -17.0% |
| 6M | -11.2% | -2.5% | -8.7% | -11.7% |
| YTD | -23.6% | +57.8% | -81.4% | -33.6% |
| 1Y | -23.1% | +70.1% | -93.2% | -34.7% |
| 3Y | -36.0% | +35.1% | -71.2% | -44.1% |
| 5Y | -57.2% | +86.1% | -143.3% | -64.7% |
| All | -57.2% | +88.6% | -145.8% | -64.7% |
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