-36.5%
SWKS vs PINS
-58.8%
+22.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +9.4% | +1.0% | +8.4% | +9.2% |
| 30D | +17.0% | -12.0% | +29.0% | +19.6% |
| 3M | +28.9% | -17.9% | +46.8% | +33.0% |
| 6M | +33.1% | -1.0% | +34.2% | +31.0% |
| YTD | +44.8% | -26.0% | +70.8% | +50.4% |
| 1Y | +36.2% | -28.5% | +64.7% | +42.6% |
| 3Y | +11.5% | -39.2% | +50.7% | +14.6% |
| All | -36.5% | -58.8% | +22.3% | -36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling