+914.7%
SMH vs PINS
-14.1%
+928.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +3.1% |
| 7D | +2.5% | -12.0% | +14.5% | +5.6% |
| 30D | -0.5% | -12.7% | +12.2% | +2.5% |
| 3M | -9.6% | -5.5% | -4.1% | -9.3% |
| 6M | +42.1% | +5.3% | +36.8% | +37.7% |
| YTD | +57.4% | -21.2% | +78.7% | +62.3% |
| 1Y | +96.2% | -45.0% | +141.3% | +119.2% |
| 3Y | +267.9% | -26.2% | +294.1% | +265.8% |
| 5Y | +327.7% | -64.0% | +391.6% | +364.9% |
| All | +914.7% | -14.1% | +928.8% | +636.8% |
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