-28.5%
PINS vs IEF
-3.1%
-25.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.3% |
| 7D | +1.0% | -2.0% | +3.0% | +2.2% |
| 30D | -12.0% | +0.7% | -12.7% | -12.7% |
| 3M | -17.9% | -2.5% | -15.4% | -16.6% |
| 6M | -1.0% | -2.6% | +1.5% | +0.6% |
| YTD | -26.0% | -3.2% | -22.8% | -28.1% |
| 1Y | -28.5% | -3.0% | -25.4% | -30.5% |
| All | -28.5% | -3.1% | -25.4% | -30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling