+32.1%
SWKS vs PTEN
-43.9%
+76.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -6.2% | -25.5% | +19.4% | -1.1% |
| 30D | -1.5% | -11.7% | +10.2% | +0.5% |
| 3M | +23.0% | -0.5% | +23.5% | +22.3% |
| 6M | +27.6% | -12.9% | +40.5% | +29.1% |
| YTD | +32.3% | +67.1% | -34.8% | +17.4% |
| 1Y | +20.1% | +70.5% | -50.4% | +6.0% |
| 3Y | +0.6% | -10.4% | +11.1% | -3.3% |
| 5Y | -42.3% | +23.7% | -66.0% | -50.1% |
| All | +32.1% | -43.9% | +76.0% | +3.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling