+18.9%
SWKS vs PTEN
+79.8%
-60.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.4% | +6.5% | -1.9% |
| 7D | -4.9% | -15.5% | +10.5% | -3.3% |
| 30D | -1.2% | -7.8% | +6.6% | -0.4% |
| 3M | +24.2% | +6.4% | +17.8% | +24.2% |
| 6M | +21.5% | -11.9% | +33.3% | +25.5% |
| YTD | +33.5% | +79.4% | -45.9% | +16.7% |
| 1Y | +18.9% | +84.9% | -66.0% | +2.6% |
| All | +18.9% | +79.8% | -60.9% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 1y: compounded portfolio wealth divided by compounded PTEN 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…
1y analysis · Full analysis span regression · 6 months rolling