+17.5%
SWK vs PTEN
-8.3%
+25.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | -0.4% | +0.7% | -1.2% | -0.6% |
| 30D | -5.7% | +31.2% | -36.9% | -11.5% |
| 3M | +24.1% | +2.0% | +22.0% | +22.6% |
| 6M | +24.7% | +42.4% | -17.7% | +9.0% |
| YTD | +33.9% | +109.2% | -75.3% | +2.1% |
| 1Y | +34.7% | +122.3% | -87.6% | -0.8% |
| All | +17.5% | -8.3% | +25.9% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling