+43.4%
XLK vs PINS
-45.1%
+88.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.9% |
| 7D | +0.9% | -12.0% | +12.9% | +1.7% |
| 30D | +0.7% | -12.7% | +13.4% | +1.6% |
| 3M | -2.9% | -5.5% | +2.6% | -2.7% |
| 6M | +34.3% | +5.3% | +29.0% | +32.7% |
| YTD | +30.4% | -21.2% | +51.6% | +31.5% |
| 1Y | +43.4% | -45.0% | +88.4% | +44.7% |
| All | +43.4% | -45.1% | +88.4% | +44.7% |
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