+50.1%
IEFA vs PINS
-66.2%
+116.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.7% | -1.2% |
| 7D | -2.4% | -9.9% | +7.5% | -1.4% |
| 30D | -2.1% | -20.9% | +18.8% | +0.2% |
| 3M | +5.5% | -13.7% | +19.3% | +6.8% |
| 6M | +8.1% | -3.0% | +11.2% | +7.8% |
| YTD | +11.9% | -27.5% | +39.4% | +14.7% |
| 1Y | +18.1% | -46.8% | +64.9% | +24.8% |
| 3Y | +65.5% | -31.8% | +97.3% | +65.2% |
| 5Y | +50.1% | -65.4% | +115.4% | +47.8% |
| All | +50.1% | -66.2% | +116.2% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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