-57.2%
PINS vs SWK
-25.4%
-31.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.6% | -4.2% | -5.7% |
| 7D | -0.7% | +11.3% | -11.9% | -4.9% |
| 30D | -1.2% | +28.1% | -29.3% | -10.8% |
| 3M | -15.3% | +12.6% | -27.9% | -19.6% |
| 6M | -11.2% | +51.7% | -62.9% | -26.0% |
| YTD | -23.6% | +60.0% | -83.5% | -39.0% |
| 1Y | -23.1% | +72.7% | -95.8% | -41.0% |
| 3Y | -36.0% | +46.3% | -82.3% | -50.1% |
| 5Y | -57.2% | -24.6% | -32.6% | -60.6% |
| All | -57.2% | -25.4% | -31.7% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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