+917.4%
SMH vs PINS
-19.8%
+937.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.1% |
| 7D | +0.3% | -6.6% | +6.9% | +1.7% |
| 30D | -2.8% | -16.8% | +14.0% | +1.2% |
| 3M | -6.7% | -11.4% | +4.7% | -5.1% |
| 6M | +41.8% | -1.7% | +43.5% | +39.5% |
| YTD | +57.9% | -26.4% | +84.3% | +65.1% |
| 1Y | +87.6% | -45.5% | +133.2% | +109.5% |
| 3Y | +282.9% | -31.7% | +314.7% | +287.5% |
| 5Y | +330.4% | -64.9% | +395.3% | +369.9% |
| All | +917.4% | -19.8% | +937.2% | +649.7% |
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 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