+125.1%
SHW vs PINS
-20.9%
+146.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.4% |
| 7D | -4.5% | -9.9% | +5.5% | -3.1% |
| 30D | -12.7% | -20.9% | +8.2% | -9.9% |
| 3M | +4.7% | -13.7% | +18.4% | +6.5% |
| 6M | -3.4% | -3.0% | -0.4% | -3.7% |
| YTD | -1.3% | -27.5% | +26.1% | +1.8% |
| 1Y | -10.4% | -46.8% | +36.4% | -3.8% |
| 3Y | +20.1% | -31.8% | +51.9% | +20.4% |
| 5Y | +10.5% | -65.4% | +75.9% | +16.8% |
| All | +125.1% | -20.9% | +146.0% | +58.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling