+85.2%
SWK vs PTEN
+79.8%
+5.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -9.4% | +22.5% | +11.4% |
| 7D | +17.9% | -15.5% | +33.4% | +15.1% |
| 30D | +31.9% | -7.8% | +39.7% | +30.5% |
| 3M | +16.6% | +6.4% | +10.2% | +18.1% |
| 6M | +61.1% | -11.9% | +73.0% | +61.8% |
| YTD | +64.2% | +79.4% | -15.2% | +43.3% |
| 1Y | +85.2% | +84.9% | +0.3% | +60.5% |
| All | +85.2% | +79.8% | +5.4% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling