-63.0%
PINS vs IEF
-8.2%
-54.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -14.9% | -0.7% | -14.2% | -14.9% |
| 3M | -8.4% | -0.4% | -8.0% | -8.4% |
| 6M | +0.6% | -2.5% | +3.1% | +0.7% |
| YTD | -22.2% | -1.6% | -20.6% | -22.2% |
| 1Y | -46.9% | -1.3% | -45.6% | -46.9% |
| 3Y | -26.9% | +10.1% | -37.0% | -28.5% |
| 5Y | -63.0% | -8.3% | -54.7% | -65.9% |
| All | -63.0% | -8.2% | -54.8% | -65.9% |
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