+107.5%
SOXX vs PINS
-46.0%
+153.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.9% |
| 7D | +1.4% | -6.6% | +8.0% | +1.3% |
| 30D | -3.6% | -16.8% | +13.2% | -3.7% |
| 3M | -10.2% | -11.4% | +1.2% | -10.0% |
| 6M | +54.2% | -1.7% | +55.9% | +53.5% |
| YTD | +75.2% | -26.4% | +101.6% | +78.6% |
| 1Y | +107.5% | -45.5% | +153.0% | +112.6% |
| All | +107.5% | -46.0% | +153.5% | +112.6% |
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