+1,214.9%
SWK vs PTEN
+1,509.4%
-294.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.7% |
| 7D | +11.3% | -14.5% | +25.8% | +14.0% |
| 30D | +31.5% | -11.1% | +42.6% | +33.2% |
| 3M | +14.4% | -7.8% | +22.3% | +14.8% |
| 6M | +46.4% | -10.5% | +56.9% | +45.8% |
| YTD | +61.6% | +69.3% | -7.7% | +41.9% |
| 1Y | +78.7% | +70.5% | +8.2% | +56.6% |
| 3Y | +54.4% | -7.1% | +61.5% | +47.1% |
| 5Y | -25.3% | +29.1% | -54.4% | -36.2% |
| 10Y | +22.4% | -44.5% | +66.9% | +0.2% |
| All | +1,214.9% | +1,509.4% | -294.5% | +653.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling