+247.9%
SOXX vs PINS
-64.9%
+312.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.5% |
| 7D | +1.4% | -6.6% | +8.0% | +2.9% |
| 30D | -3.6% | -16.8% | +13.2% | +0.3% |
| 3M | -10.2% | -11.4% | +1.2% | -8.7% |
| 6M | +54.2% | -1.7% | +55.9% | +51.5% |
| YTD | +75.2% | -26.4% | +101.6% | +83.6% |
| 1Y | +107.5% | -45.5% | +153.0% | +133.3% |
| 3Y | +226.8% | -31.7% | +258.5% | +229.1% |
| All | +247.9% | -64.9% | +312.8% | +240.9% |
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