-1.5%
SWKS vs PINS
-14.1%
+12.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.1% |
| 7D | +12.5% | -12.0% | +24.5% | +15.9% |
| 30D | +10.5% | -12.7% | +23.2% | +13.9% |
| 3M | -7.4% | -5.5% | -1.9% | -6.8% |
| 6M | +32.7% | +5.3% | +27.4% | +29.3% |
| YTD | +19.2% | -21.2% | +40.4% | +23.4% |
| 1Y | +2.4% | -45.0% | +47.4% | +14.9% |
| 3Y | -25.6% | -26.2% | +0.6% | -26.8% |
| 5Y | -53.4% | -64.0% | +10.5% | -48.9% |
| All | -1.5% | -14.1% | +12.6% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling