+87.6%
SMH vs PINS
-46.0%
+133.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.5% |
| 7D | +0.3% | -6.6% | +6.9% | +0.3% |
| 30D | -2.8% | -16.8% | +14.0% | -2.6% |
| 3M | -6.7% | -11.4% | +4.7% | -6.5% |
| 6M | +41.8% | -1.7% | +43.5% | +40.7% |
| YTD | +57.9% | -26.4% | +84.3% | +60.6% |
| 1Y | +87.6% | -45.5% | +133.2% | +91.4% |
| All | +87.6% | -46.0% | +133.6% | +91.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling