-0.1%
SWK vs PTEN
-24.5%
+24.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.9% | -5.6% | -4.0% |
| 7D | -0.7% | -1.0% | +0.3% | -0.6% |
| 30D | -9.7% | +29.3% | -39.0% | -14.6% |
| 3M | +19.5% | +7.2% | +12.2% | +16.2% |
| 6M | +26.0% | +43.5% | -17.5% | +13.4% |
| YTD | +29.1% | +113.2% | -84.2% | +6.1% |
| 1Y | +23.7% | +135.1% | -111.4% | -1.1% |
| 3Y | +15.3% | -4.8% | +20.1% | +8.1% |
| 5Y | -40.6% | +94.6% | -135.2% | -55.3% |
| 10Y | -0.1% | -24.2% | +24.1% | -33.3% |
| All | -0.1% | -24.5% | +24.4% | -33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling