+107.3%
IWM vs PINS
-15.2%
+122.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | +1.4% | -5.2% | +6.6% | +2.4% |
| 30D | -2.3% | -14.9% | +12.7% | +0.5% |
| 3M | +4.0% | -8.4% | +12.4% | +5.1% |
| 6M | +17.9% | +0.6% | +17.3% | +16.6% |
| YTD | +20.2% | -22.2% | +42.4% | +23.7% |
| 1Y | +25.0% | -46.9% | +71.9% | +37.3% |
| 3Y | +66.0% | -26.9% | +92.9% | +65.3% |
| 5Y | +40.0% | -63.0% | +103.0% | +48.1% |
| All | +107.3% | -15.2% | +122.5% | +48.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling