+5.4%
IYR vs PINS
-58.8%
+64.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.6% | +1.0% | -0.4% | +0.5% |
| 30D | +6.6% | -12.0% | +18.6% | +7.8% |
| 3M | -1.8% | -17.9% | +16.1% | -0.2% |
| 6M | +1.4% | -1.0% | +2.5% | +0.9% |
| YTD | +10.5% | -26.0% | +36.6% | +12.8% |
| 1Y | +10.6% | -28.5% | +39.1% | +13.2% |
| 3Y | +41.8% | -39.2% | +81.0% | +43.6% |
| All | +5.4% | -58.8% | +64.2% | +5.5% |
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