-48.2%
PINS vs IJR
+22.4%
-70.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.1% | -8.2% | -8.6% |
| 7D | -13.9% | -1.1% | -12.7% | -13.3% |
| 30D | -25.0% | -3.6% | -21.4% | -23.5% |
| 3M | -16.6% | +2.3% | -18.9% | -17.2% |
| 6M | -7.0% | +14.3% | -21.3% | -12.4% |
| YTD | -29.4% | +19.3% | -48.7% | -35.4% |
| All | -48.2% | +22.4% | -70.6% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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