-10.4%
SHW vs PINS
-52.1%
+41.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.2% | +7.6% | -1.3% |
| 7D | -3.2% | -13.9% | +10.7% | -2.7% |
| 30D | -11.4% | -25.0% | +13.6% | -10.6% |
| 3M | +3.5% | -16.6% | +20.1% | +4.1% |
| 6M | -3.4% | -7.0% | +3.6% | -2.7% |
| YTD | -0.3% | -29.4% | +29.1% | +1.8% |
| 1Y | -10.4% | -49.9% | +39.5% | -9.9% |
| All | -10.4% | -52.1% | +41.7% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling