-25.2%
SWKS vs PINS
-25.8%
+0.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +3.9% |
| 7D | +12.5% | -12.0% | +24.5% | +14.7% |
| 30D | +10.5% | -12.7% | +23.2% | +12.7% |
| 3M | -7.4% | -5.5% | -1.9% | -6.9% |
| 6M | +32.7% | +5.3% | +27.4% | +30.8% |
| YTD | +19.2% | -21.2% | +40.4% | +23.1% |
| 1Y | +2.4% | -45.0% | +47.4% | +12.5% |
| All | -25.2% | -25.8% | +0.6% | -23.6% |
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