+11.5%
SWKS vs PTEN
+2.7%
+8.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.8% |
| 7D | +9.4% | +10.6% | -1.2% | +6.6% |
| 30D | +17.0% | -4.9% | +21.9% | +17.9% |
| 3M | +28.9% | +1.4% | +27.5% | +27.6% |
| 6M | +33.1% | -7.0% | +40.2% | +33.8% |
| YTD | +44.8% | +84.8% | -40.0% | +14.3% |
| 1Y | +36.2% | +95.7% | -59.5% | +5.2% |
| 3Y | +11.5% | +2.0% | +9.5% | -3.1% |
| All | +11.5% | +2.7% | +8.8% | -3.1% |
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