+149.2%
SHW vs PINS
-19.5%
+168.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.1% |
| 7D | +0.7% | -3.4% | +4.1% | +1.2% |
| 30D | +8.4% | -14.5% | +22.9% | +10.8% |
| 3M | -2.2% | -16.5% | +14.3% | 0.0% |
| 6M | +13.3% | -7.0% | +20.3% | +13.7% |
| YTD | +9.2% | -26.1% | +35.4% | +12.3% |
| 1Y | +2.9% | -30.0% | +32.9% | +6.5% |
| 3Y | +41.1% | -38.5% | +79.6% | +44.0% |
| 5Y | +11.0% | -58.4% | +69.4% | +14.3% |
| All | +149.2% | -19.5% | +168.7% | +75.1% |
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