+295.4%
QQQ vs PINS
-20.9%
+316.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.8% | -1.6% |
| 7D | -1.3% | -9.9% | +8.7% | +0.7% |
| 30D | -1.4% | -20.9% | +19.6% | +3.2% |
| 3M | +2.3% | -13.7% | +16.0% | +4.6% |
| 6M | +16.9% | -3.0% | +19.9% | +16.1% |
| YTD | +15.6% | -27.5% | +43.1% | +21.0% |
| 1Y | +22.6% | -46.8% | +69.4% | +35.6% |
| 3Y | +93.5% | -31.8% | +125.4% | +95.0% |
| 5Y | +93.9% | -65.4% | +159.3% | +108.1% |
| All | +295.4% | -20.9% | +316.3% | +201.6% |
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