-63.4%
PINS vs SWK
-38.7%
-24.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.0% | -2.5% |
| 7D | -12.0% | -0.4% | -11.6% | -11.9% |
| 30D | -12.7% | -5.7% | -6.9% | -10.6% |
| 3M | -5.5% | +24.1% | -29.6% | -14.2% |
| 6M | +5.3% | +24.7% | -19.4% | -5.5% |
| YTD | -21.2% | +33.9% | -55.1% | -32.2% |
| 1Y | -45.0% | +34.7% | -79.7% | -53.3% |
| 3Y | -26.2% | +15.3% | -41.5% | -36.1% |
| All | -63.4% | -38.7% | -24.7% | -62.6% |
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