-58.4%
PINS vs NDAQ
+68.2%
-126.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.4% | +0.1% |
| 7D | -3.4% | +1.7% | -5.1% | -4.6% |
| 30D | -14.5% | +16.2% | -30.8% | -23.3% |
| 3M | -16.5% | +14.0% | -30.5% | -24.1% |
| 6M | -7.0% | +22.3% | -29.3% | -20.3% |
| YTD | -26.1% | +13.0% | -39.1% | -33.5% |
| 1Y | -30.0% | +24.0% | -54.0% | -41.6% |
| 3Y | -38.5% | +117.1% | -155.5% | -68.6% |
| 5Y | -58.4% | +67.5% | -125.9% | -76.7% |
| All | -58.4% | +68.2% | -126.6% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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