+414.1%
XLK vs PINS
-19.8%
+433.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.0% |
| 7D | +0.2% | -6.6% | +6.8% | +1.5% |
| 30D | -0.6% | -16.8% | +16.2% | +2.9% |
| 3M | +2.6% | -11.4% | +14.0% | +4.3% |
| 6M | +34.0% | -1.7% | +35.7% | +32.6% |
| YTD | +30.7% | -26.4% | +57.1% | +36.3% |
| 1Y | +39.2% | -45.5% | +84.7% | +53.5% |
| 3Y | +120.4% | -31.7% | +152.2% | +122.6% |
| 5Y | +148.8% | -64.9% | +213.7% | +168.3% |
| All | +414.1% | -19.8% | +433.9% | +277.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling