-59.3%
PINS vs SWK
-25.5%
-33.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.0% |
| 7D | -2.1% | +11.0% | -13.1% | -6.2% |
| 30D | -6.6% | +30.1% | -36.7% | -16.2% |
| 3M | -18.7% | +14.7% | -33.4% | -23.4% |
| 6M | -10.4% | +44.5% | -54.9% | -23.7% |
| YTD | -26.8% | +59.4% | -86.1% | -41.5% |
| 1Y | -27.9% | +77.5% | -105.4% | -45.3% |
| 3Y | -38.7% | +49.5% | -88.1% | -52.7% |
| All | -59.3% | -25.5% | -33.8% | -62.5% |
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