-59.3%
PINS vs IEF
-7.4%
-51.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -6.6% | +3.1% | -9.7% | -6.9% |
| 3M | -18.7% | -0.5% | -18.3% | -18.7% |
| 6M | -10.4% | -1.6% | -8.8% | -10.3% |
| YTD | -26.8% | -1.6% | -25.2% | -26.8% |
| 1Y | -27.9% | -1.5% | -26.4% | -27.9% |
| 3Y | -38.7% | +12.4% | -51.1% | -40.6% |
| All | -59.3% | -7.4% | -51.9% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling