-26.9%
PINS vs IJR
+54.5%
-81.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -0.7% |
| 7D | -5.2% | +0.9% | -6.2% | -5.9% |
| 30D | -14.9% | -3.1% | -11.8% | -12.8% |
| 3M | -8.4% | +4.4% | -12.8% | -11.4% |
| 6M | +0.6% | +16.1% | -15.5% | -10.4% |
| YTD | -22.2% | +20.6% | -42.8% | -33.2% |
| 1Y | -46.9% | +22.9% | -69.8% | -55.2% |
| 3Y | -26.9% | +55.2% | -82.1% | -50.5% |
| All | -26.9% | +54.5% | -81.4% | -50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling