+117.5%
XLK vs PINS
-31.9%
+149.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -1.9% |
| 7D | -0.4% | -9.9% | +9.5% | +1.2% |
| 30D | -0.5% | -20.9% | +20.5% | +3.2% |
| 3M | +5.0% | -13.7% | +18.7% | +6.8% |
| 6M | +32.9% | -3.0% | +35.9% | +31.8% |
| YTD | +29.0% | -27.5% | +56.4% | +34.4% |
| 1Y | +37.8% | -46.8% | +84.6% | +51.5% |
| All | +117.5% | -31.9% | +149.4% | +122.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling