+6,363.0%
SWKS vs PTEN
+1,488.6%
+4,874.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -6.2% | -25.5% | +19.4% | -0.6% |
| 30D | -1.5% | -11.7% | +10.2% | +0.6% |
| 3M | +23.0% | -0.5% | +23.5% | +22.1% |
| 6M | +27.6% | -12.9% | +40.5% | +29.1% |
| YTD | +32.3% | +67.1% | -34.8% | +16.3% |
| 1Y | +20.1% | +70.5% | -50.4% | +5.0% |
| 3Y | +0.6% | -10.4% | +11.1% | -2.9% |
| 5Y | -42.3% | +23.7% | -66.0% | -51.0% |
| 10Y | +35.9% | -42.7% | +78.6% | +8.2% |
| All | +6,363.0% | +1,488.6% | +4,874.4% | +3,059.2% |
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