+96.4%
QQQM vs PINS
-64.9%
+161.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.6% |
| 7D | -0.6% | -6.6% | +6.1% | +0.7% |
| 30D | -1.2% | -16.8% | +15.6% | +2.3% |
| 3M | -0.1% | -11.4% | +11.3% | +1.6% |
| 6M | +18.0% | -1.7% | +19.7% | +16.8% |
| YTD | +16.7% | -26.4% | +43.1% | +21.9% |
| 1Y | +23.0% | -45.5% | +68.6% | +35.9% |
| 3Y | +93.3% | -31.7% | +125.1% | +93.6% |
| All | +96.4% | -64.9% | +161.3% | +90.1% |
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