+145.6%
XLK vs PINS
-66.2%
+211.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -2.0% |
| 7D | -0.4% | -9.9% | +9.5% | +1.6% |
| 30D | -0.5% | -20.9% | +20.5% | +4.0% |
| 3M | +5.0% | -13.7% | +18.7% | +7.2% |
| 6M | +32.9% | -3.0% | +35.9% | +31.8% |
| YTD | +29.0% | -27.5% | +56.4% | +34.9% |
| 1Y | +37.8% | -46.8% | +84.6% | +52.8% |
| 3Y | +118.7% | -31.8% | +150.5% | +120.1% |
| 5Y | +145.6% | -65.4% | +210.9% | +140.4% |
| All | +145.6% | -66.2% | +211.7% | +140.4% |
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