+338.0%
SMH vs PINS
-66.4%
+404.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.2% | +9.3% | +2.2% |
| 7D | +4.3% | -13.9% | +18.2% | +7.8% |
| 30D | +0.9% | -25.0% | +25.8% | +7.5% |
| 3M | -2.8% | -16.6% | +13.8% | +0.2% |
| 6M | +45.6% | -7.0% | +52.6% | +45.1% |
| YTD | +59.5% | -29.4% | +88.9% | +68.8% |
| 1Y | +93.4% | -49.9% | +143.4% | +121.8% |
| 3Y | +287.1% | -33.6% | +320.7% | +292.3% |
| 5Y | +338.0% | -66.8% | +404.9% | +330.5% |
| All | +338.0% | -66.4% | +404.4% | +330.5% |
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