+22.2%
SWK vs PTEN
-38.4%
+60.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.3% |
| 7D | -1.4% | +10.6% | -12.0% | -3.3% |
| 30D | +25.5% | -4.9% | +30.4% | +25.6% |
| 3M | +11.8% | +1.4% | +10.3% | +10.0% |
| 6M | +48.7% | -7.0% | +55.7% | +46.9% |
| YTD | +57.2% | +84.8% | -27.6% | +31.4% |
| 1Y | +75.3% | +95.7% | -20.4% | +44.5% |
| 3Y | +51.9% | +2.0% | +50.0% | +39.4% |
| 5Y | -30.7% | +48.0% | -78.7% | -45.1% |
| All | +22.2% | -38.4% | +60.6% | -15.2% |
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 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