+286.7%
SMH vs PINS
-28.3%
+315.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.4% |
| 7D | +5.2% | -5.2% | +10.5% | +6.2% |
| 30D | -1.5% | -14.9% | +13.4% | +1.2% |
| 3M | -4.1% | -8.4% | +4.3% | -3.3% |
| 6M | +50.8% | +0.6% | +50.1% | +48.1% |
| YTD | +59.3% | -22.2% | +81.5% | +65.2% |
| 1Y | +94.1% | -46.9% | +141.0% | +119.6% |
| 3Y | +286.7% | -26.9% | +313.6% | +293.2% |
| All | +286.7% | -28.3% | +315.0% | +293.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling