+94.5%
QQQ vs PINS
-66.4%
+160.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | +1.6% |
| 7D | +1.0% | -13.9% | +14.9% | +4.0% |
| 30D | -0.6% | -25.0% | +24.4% | +5.1% |
| 3M | +1.3% | -16.6% | +17.9% | +4.3% |
| 6M | +18.1% | -7.0% | +25.1% | +18.3% |
| YTD | +16.9% | -29.4% | +46.3% | +23.1% |
| 1Y | +24.0% | -49.9% | +73.9% | +39.5% |
| 3Y | +95.6% | -33.6% | +129.3% | +97.0% |
| 5Y | +94.5% | -66.8% | +161.3% | +89.9% |
| All | +94.5% | -66.4% | +160.9% | +89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling