-25.2%
SWKS vs PTEN
-8.3%
-16.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.6% | +3.8% |
| 7D | +12.5% | +0.7% | +11.8% | +12.3% |
| 30D | +10.5% | +31.2% | -20.7% | +2.5% |
| 3M | -7.4% | +2.0% | -9.4% | -8.6% |
| 6M | +32.7% | +42.4% | -9.7% | +17.2% |
| YTD | +19.2% | +109.2% | -90.0% | -7.3% |
| 1Y | +2.4% | +122.3% | -119.9% | -22.8% |
| All | -25.2% | -8.3% | -16.9% | -38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling