-70.1%
PINS vs SOXQ
+283.8%
-353.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.5% | -3.8% |
| 7D | -12.0% | +2.3% | -14.4% | -13.1% |
| 30D | -12.7% | -2.3% | -10.4% | -12.2% |
| 3M | -5.5% | -13.8% | +8.3% | -2.1% |
| 6M | +5.3% | +48.6% | -43.4% | -23.1% |
| YTD | -21.2% | +66.0% | -87.2% | -47.0% |
| 1Y | -45.0% | +107.9% | -152.9% | -68.7% |
| 3Y | -26.2% | +224.1% | -250.4% | -72.7% |
| 5Y | -64.0% | +256.6% | -320.5% | -88.4% |
| All | -70.1% | +283.8% | -353.8% | -90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling