+26.4%
SHW vs PINS
-25.5%
+51.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.6% |
| 7D | -3.2% | -12.0% | +8.8% | -2.1% |
| 30D | -9.5% | -12.7% | +3.1% | -8.4% |
| 3M | +11.5% | -5.5% | +17.0% | +11.9% |
| 6M | -3.5% | +5.3% | -8.8% | -4.4% |
| YTD | +3.7% | -21.2% | +24.9% | +5.9% |
| 1Y | -7.9% | -45.0% | +37.1% | -2.3% |
| All | +26.4% | -25.5% | +51.9% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling