+576.3%
QLD vs PINS
-19.5%
+595.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.4% |
| 7D | +12.5% | -3.4% | +15.9% | +14.0% |
| 30D | -15.7% | -14.5% | -1.2% | -10.3% |
| 3M | -11.9% | -16.5% | +4.6% | -6.2% |
| 6M | -10.3% | -7.0% | -3.3% | -10.0% |
| YTD | +15.6% | -26.1% | +41.7% | +24.6% |
| 1Y | +12.1% | -30.0% | +42.1% | +23.5% |
| 3Y | +150.7% | -38.5% | +189.1% | +171.4% |
| 5Y | +86.6% | -58.4% | +145.0% | +115.2% |
| All | +576.3% | -19.5% | +595.8% | +336.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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