+20.8%
SWK vs PTEN
-41.7%
+62.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.4% |
| 7D | -2.3% | -2.2% | -0.1% | -1.9% |
| 30D | +30.4% | -8.0% | +38.5% | +31.5% |
| 3M | +12.1% | -5.0% | +17.2% | +11.8% |
| 6M | +49.1% | -10.6% | +59.7% | +48.4% |
| YTD | +60.4% | +75.5% | -15.1% | +35.6% |
| 1Y | +78.3% | +70.2% | +8.2% | +51.4% |
| 3Y | +53.3% | -3.7% | +57.0% | +42.3% |
| 5Y | -27.0% | +34.9% | -61.9% | -41.0% |
| 10Y | +20.8% | -41.4% | +62.3% | -14.9% |
| All | +20.8% | -41.7% | +62.5% | -14.9% |
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