+5.2%
QLD vs PINS
-27.3%
+32.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.2% | +6.7% | +3.3% |
| 7D | -10.3% | -2.1% | -8.2% | -9.6% |
| 30D | -26.1% | -6.6% | -19.4% | -25.0% |
| 3M | -17.8% | -18.7% | +1.0% | -15.1% |
| 6M | -15.6% | -10.4% | -5.2% | -14.2% |
| YTD | +5.4% | -26.8% | +32.1% | +10.5% |
| 1Y | +5.2% | -27.9% | +33.1% | +11.0% |
| All | +5.2% | -27.3% | +32.5% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling