-66.8%
PINS vs IJR
+39.8%
-106.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.1% | -8.2% | -8.1% |
| 7D | -13.9% | -1.1% | -12.7% | -12.7% |
| 30D | -25.0% | -3.6% | -21.4% | -21.9% |
| 3M | -16.6% | +2.3% | -18.9% | -18.7% |
| 6M | -7.0% | +14.3% | -21.3% | -19.8% |
| YTD | -29.4% | +19.3% | -48.7% | -42.4% |
| 1Y | -49.9% | +22.6% | -72.5% | -60.6% |
| 3Y | -33.6% | +53.5% | -87.2% | -62.5% |
| 5Y | -66.8% | +39.9% | -106.8% | -78.8% |
| All | -66.8% | +39.8% | -106.7% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling