+0.8%
SWK vs PTEN
-24.5%
+25.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.7% | -3.2% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | -8.9% | +29.3% | -38.2% | -13.9% |
| 3M | +20.5% | +7.2% | +13.3% | +17.2% |
| 6M | +27.1% | +43.5% | -16.4% | +14.4% |
| YTD | +30.2% | +113.2% | -83.1% | +7.0% |
| 1Y | +24.8% | +135.1% | -110.3% | -0.3% |
| 3Y | +16.3% | -4.8% | +21.1% | +9.1% |
| 5Y | -40.1% | +94.6% | -134.7% | -54.9% |
| 10Y | +0.8% | -24.2% | +25.0% | -32.7% |
| All | +0.8% | -24.5% | +25.2% | -32.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling