+28.7%
SWK vs PTEN
-43.9%
+72.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +11.0% | -25.5% | +36.6% | +16.9% |
| 30D | +30.1% | -11.7% | +41.7% | +32.1% |
| 3M | +14.7% | -0.5% | +15.2% | +13.0% |
| 6M | +44.5% | -12.9% | +57.4% | +44.5% |
| YTD | +59.4% | +67.1% | -7.7% | +36.0% |
| 1Y | +77.5% | +70.5% | +7.0% | +50.5% |
| 3Y | +49.5% | -10.4% | +59.9% | +40.7% |
| 5Y | -24.9% | +23.7% | -48.5% | -38.3% |
| All | +28.7% | -43.9% | +72.6% | -7.8% |
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