+414.7%
XLK vs PINS
-15.2%
+429.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | +2.3% | -5.2% | +7.5% | +3.4% |
| 30D | -0.1% | -14.9% | +14.9% | +3.1% |
| 3M | +2.1% | -8.4% | +10.5% | +3.3% |
| 6M | +37.2% | +0.6% | +36.5% | +35.3% |
| YTD | +30.8% | -22.2% | +53.0% | +35.1% |
| 1Y | +42.6% | -46.9% | +89.6% | +58.4% |
| 3Y | +121.8% | -26.9% | +148.7% | +121.1% |
| 5Y | +145.7% | -63.0% | +208.7% | +162.4% |
| All | +414.7% | -15.2% | +429.9% | +273.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling