-34.5%
PINS vs SOXQ
+235.9%
-270.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.4% | -9.6% | -9.3% |
| 7D | -13.9% | +5.2% | -19.1% | -15.1% |
| 30D | -25.0% | -0.5% | -24.5% | -25.1% |
| 3M | -16.6% | -5.6% | -11.0% | -17.1% |
| 6M | -7.0% | +53.0% | -60.0% | -25.0% |
| YTD | -29.4% | +68.8% | -98.2% | -46.0% |
| 1Y | -49.9% | +105.7% | -155.7% | -65.5% |
| All | -34.5% | +235.9% | -270.4% | -68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling