+10.1%
SWKS vs PINS
-20.2%
+30.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | 0.0% |
| 7D | -3.1% | -6.9% | +3.8% | -1.6% |
| 30D | +8.3% | -11.4% | +19.8% | +11.0% |
| 3M | +20.2% | -22.2% | +42.5% | +26.1% |
| 6M | +24.9% | -10.9% | +35.8% | +25.7% |
| YTD | +33.2% | -26.8% | +60.0% | +38.8% |
| 1Y | +23.6% | -29.8% | +53.4% | +30.2% |
| 3Y | +1.3% | -39.0% | +40.3% | +4.4% |
| 5Y | -40.6% | -58.7% | +18.1% | -37.6% |
| All | +10.1% | -20.2% | +30.3% | -26.4% |
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 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