-63.4%
PINS vs ROIV
+250.7%
-314.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.4% |
| 7D | -12.0% | +0.6% | -12.7% | -12.1% |
| 30D | -12.7% | +1.0% | -13.6% | -12.9% |
| 3M | -5.5% | +18.3% | -23.8% | -8.1% |
| 6M | +5.3% | +18.3% | -13.1% | +2.1% |
| YTD | -21.2% | +61.0% | -82.2% | -27.3% |
| 1Y | -45.0% | +177.9% | -222.9% | -53.5% |
| 3Y | -26.2% | +199.1% | -225.3% | -39.5% |
| All | -63.4% | +250.7% | -314.1% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling