-21.9%
PINS vs IJH
+112.7%
-134.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.7% | +0.6% |
| 7D | -6.6% | -1.9% | -4.8% | -4.5% |
| 30D | -16.8% | -4.6% | -12.2% | -12.2% |
| 3M | -11.4% | -1.2% | -10.2% | -10.4% |
| 6M | -1.7% | +9.4% | -11.1% | -12.1% |
| YTD | -26.4% | +13.3% | -39.8% | -37.2% |
| 1Y | -45.5% | +13.4% | -58.9% | -53.6% |
| 3Y | -31.7% | +50.4% | -82.2% | -58.6% |
| 5Y | -64.9% | +49.0% | -113.8% | -77.6% |
| All | -21.9% | +112.7% | -134.7% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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