+2.9%
SHW vs PINS
-30.5%
+33.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.2% |
| 7D | +0.7% | -3.4% | +4.1% | +0.9% |
| 30D | +8.4% | -14.5% | +22.9% | +9.2% |
| 3M | -2.2% | -16.5% | +14.3% | -1.4% |
| 6M | +13.3% | -7.0% | +20.3% | +14.6% |
| YTD | +9.2% | -26.1% | +35.4% | +12.1% |
| 1Y | +2.9% | -30.0% | +32.9% | +6.4% |
| All | +2.9% | -30.5% | +33.5% | +6.4% |
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