-71.7%
PINS vs ROIV
+248.8%
-320.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.4% |
| 6M | -11.2% | +29.3% | -40.5% | -15.3% |
| YTD | -23.6% | +68.8% | -92.3% | -30.3% |
| 1Y | -23.1% | +81.0% | -104.2% | -30.8% |
| 3Y | -36.0% | +294.6% | -330.6% | -49.4% |
| 5Y | -57.2% | +373.1% | -430.3% | -71.0% |
| All | -71.7% | +248.8% | -320.5% | -77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling