-36.0%
PINS vs ROIV
+290.8%
-326.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.2% | -2.5% | -6.1% |
| 7D | -0.7% | -2.4% | +1.7% | -0.3% |
| 30D | -1.2% | +3.1% | -4.3% | -1.7% |
| 3M | -15.3% | +5.8% | -21.1% | -16.6% |
| 6M | -11.2% | +29.3% | -40.5% | -16.4% |
| YTD | -23.6% | +68.8% | -92.3% | -32.5% |
| 1Y | -23.1% | +81.0% | -104.2% | -33.5% |
| All | -36.0% | +290.8% | -326.8% | -57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling