-63.4%
PINS vs IWF
+73.7%
-137.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.1% |
| 7D | -12.0% | +0.5% | -12.6% | -12.7% |
| 30D | -12.7% | -0.4% | -12.3% | -12.5% |
| 3M | -5.5% | -2.6% | -2.9% | -3.0% |
| 6M | +5.3% | +9.1% | -3.9% | -7.5% |
| YTD | -21.2% | +4.5% | -25.7% | -26.4% |
| 1Y | -45.0% | +10.1% | -55.1% | -52.4% |
| 3Y | -26.2% | +77.6% | -103.9% | -69.0% |
| All | -63.4% | +73.7% | -137.1% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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