+52.5%
SOXX vs PINS
-35.1%
+87.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.2% | -7.4% | -2.9% |
| 7D | -13.7% | +1.4% | -15.1% | -13.6% |
| 30D | -23.6% | +5.8% | -29.4% | -23.3% |
| 3M | -16.9% | -17.0% | +0.2% | -17.3% |
| 6M | -2.4% | +1.8% | -4.2% | -1.7% |
| YTD | +49.8% | -18.0% | +67.9% | +50.0% |
| 1Y | +52.5% | -35.5% | +88.0% | +50.3% |
| All | +52.5% | -35.1% | +87.6% | +50.3% |
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