+152.0%
QQQM vs PINS
-57.2%
+209.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.6% |
| 7D | -0.6% | -6.6% | +6.1% | +0.6% |
| 30D | -1.2% | -16.8% | +15.6% | +2.1% |
| 3M | -0.1% | -11.4% | +11.3% | +1.5% |
| 6M | +18.0% | -1.7% | +19.7% | +16.9% |
| YTD | +16.7% | -26.4% | +43.1% | +21.5% |
| 1Y | +23.0% | -45.5% | +68.6% | +35.0% |
| 3Y | +93.3% | -31.7% | +125.1% | +94.5% |
| 5Y | +96.3% | -64.9% | +161.2% | +101.5% |
| All | +152.0% | -57.2% | +209.2% | +145.9% |
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 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