-72.9%
PINS vs ROIV
+270.3%
-343.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.2% | -10.4% | -5.1% |
| 7D | -2.1% | +5.3% | -7.4% | -2.8% |
| 30D | -6.6% | +11.9% | -18.5% | -8.2% |
| 3M | -18.7% | +10.7% | -29.4% | -20.4% |
| 6M | -10.4% | +34.9% | -45.3% | -15.1% |
| YTD | -26.8% | +79.2% | -105.9% | -33.8% |
| 1Y | -27.9% | +89.0% | -116.9% | -35.4% |
| 3Y | -38.7% | +337.3% | -376.0% | -52.2% |
| 5Y | -59.0% | +402.3% | -461.3% | -72.4% |
| All | -72.9% | +270.3% | -343.2% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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