-71.9%
PINS vs SOXQ
+231.9%
-303.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.6% | +1.8% |
| 7D | +1.0% | +8.2% | -7.2% | -2.9% |
| 30D | -12.0% | -13.2% | +1.2% | -7.0% |
| 3M | -17.9% | -18.5% | +0.6% | -11.3% |
| 6M | -1.0% | -15.4% | +14.4% | -0.4% |
| YTD | -26.0% | +43.6% | -69.6% | -47.6% |
| 1Y | -28.5% | +49.2% | -77.7% | -50.8% |
| 3Y | -39.2% | +190.2% | -229.4% | -76.9% |
| 5Y | -58.3% | +178.2% | -236.5% | -84.9% |
| All | -71.9% | +231.9% | -303.8% | -90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling