-52.7%
PINS vs QQQI
+57.7%
-110.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.2% | -9.0% | -9.0% |
| 7D | -13.9% | +0.8% | -14.7% | -14.6% |
| 30D | -25.0% | +0.2% | -25.1% | -25.2% |
| 3M | -16.6% | +2.3% | -18.9% | -19.2% |
| 6M | -7.0% | +11.6% | -18.6% | -18.5% |
| YTD | -29.4% | +11.3% | -40.7% | -38.0% |
| 1Y | -49.9% | +17.4% | -67.3% | -58.8% |
| All | -52.7% | +57.7% | -110.4% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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