+39.2%
XLK vs PINS
-46.0%
+85.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.2% |
| 7D | +0.2% | -6.6% | +6.8% | +0.7% |
| 30D | -0.6% | -16.8% | +16.2% | +0.6% |
| 3M | +2.6% | -11.4% | +14.0% | +3.2% |
| 6M | +34.0% | -1.7% | +35.7% | +33.0% |
| YTD | +30.7% | -26.4% | +57.1% | +32.5% |
| 1Y | +39.2% | -45.5% | +84.7% | +42.5% |
| All | +39.2% | -46.0% | +85.2% | +42.5% |
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