+9.4%
SWKS vs PINS
-20.2%
+29.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +2.2% |
| 7D | -6.2% | -2.1% | -4.1% | -5.9% |
| 30D | -1.5% | -6.6% | +5.2% | -0.4% |
| 3M | +23.0% | -18.7% | +41.7% | +27.6% |
| 6M | +27.6% | -10.4% | +38.0% | +28.2% |
| YTD | +32.3% | -26.8% | +59.1% | +37.9% |
| 1Y | +20.1% | -27.9% | +48.0% | +25.6% |
| 3Y | +0.6% | -38.7% | +39.3% | +3.6% |
| 5Y | -42.3% | -59.0% | +16.7% | -39.3% |
| All | +9.4% | -20.2% | +29.6% | -26.9% |
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 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