+153.2%
QQQM vs PINS
-54.7%
+208.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | +1.5% | -5.2% | +6.7% | +2.5% |
| 30D | -0.7% | -14.9% | +14.3% | +2.3% |
| 3M | +0.4% | -8.4% | +8.9% | +1.6% |
| 6M | +20.1% | +0.6% | +19.4% | +18.6% |
| YTD | +17.2% | -22.2% | +39.4% | +20.9% |
| 1Y | +24.7% | -46.9% | +71.7% | +37.9% |
| 3Y | +96.6% | -26.9% | +123.5% | +95.3% |
| 5Y | +95.0% | -63.0% | +158.0% | +98.5% |
| All | +153.2% | -54.7% | +208.0% | +144.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling