-25.1%
PINS vs IEF
+4.6%
-29.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.3% | -8.9% | -9.3% |
| 7D | -13.9% | -0.3% | -13.5% | -13.9% |
| 30D | -25.0% | -0.6% | -24.4% | -25.1% |
| 3M | -16.6% | -1.0% | -15.6% | -16.8% |
| 6M | -7.0% | -3.1% | -3.9% | -7.8% |
| YTD | -29.4% | -1.9% | -27.5% | -29.8% |
| 1Y | -49.9% | -1.4% | -48.6% | -50.1% |
| 3Y | -33.6% | +9.8% | -43.4% | -32.4% |
| 5Y | -66.8% | -8.8% | -58.0% | -71.7% |
| All | -25.1% | +4.6% | -29.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 10y: compounded portfolio wealth divided by compounded IEF 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…
10y analysis · Full analysis span regression · 6 months rolling