+5,720.5%
SWKS vs PTEN
+1,889.0%
+3,831.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.6% | +3.7% |
| 7D | +12.5% | +0.7% | +11.8% | +12.3% |
| 30D | +10.5% | +31.2% | -20.7% | +4.2% |
| 3M | -7.4% | +2.0% | -9.4% | -8.8% |
| 6M | +32.7% | +42.4% | -9.7% | +21.3% |
| YTD | +19.2% | +109.2% | -90.0% | +0.5% |
| 1Y | +2.4% | +122.3% | -119.9% | -15.2% |
| 3Y | -25.6% | -5.6% | -20.1% | -29.0% |
| 5Y | -53.4% | +86.5% | -139.9% | -63.6% |
| 10Y | +23.2% | -22.1% | +45.3% | -7.8% |
| All | +5,720.5% | +1,889.0% | +3,831.6% | +2,629.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling