+78.7%
SWK vs PTEN
+69.7%
+9.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.1% |
| 7D | +11.3% | -14.5% | +25.8% | +8.5% |
| 30D | +31.5% | -11.1% | +42.6% | +29.1% |
| 3M | +14.4% | -7.8% | +22.3% | +13.3% |
| 6M | +46.4% | -10.5% | +56.9% | +46.0% |
| YTD | +61.6% | +69.3% | -7.7% | +40.2% |
| 1Y | +78.7% | +70.5% | +8.2% | +55.1% |
| All | +78.7% | +69.7% | +9.0% | +55.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling