-66.8%
PINS vs SOXQ
+269.0%
-335.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.4% | -9.6% | -9.4% |
| 7D | -13.9% | +5.2% | -19.1% | -16.1% |
| 30D | -25.0% | -0.5% | -24.5% | -25.2% |
| 3M | -16.6% | -5.6% | -11.0% | -17.5% |
| 6M | -7.0% | +53.0% | -60.0% | -33.1% |
| YTD | -29.4% | +68.8% | -98.2% | -53.0% |
| 1Y | -49.9% | +105.7% | -155.7% | -71.3% |
| 3Y | -33.6% | +240.5% | -274.1% | -76.5% |
| 5Y | -66.8% | +266.8% | -333.6% | -89.7% |
| All | -66.8% | +269.0% | -335.8% | -89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling