-7.0%
PATH vs EOG
+46.8%
-53.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.3% |
| 7D | +0.7% | +7.4% | -6.7% | +0.8% |
| 30D | -1.1% | +2.3% | -3.4% | -0.9% |
| 3M | -14.2% | +9.5% | -23.6% | -13.9% |
| 6M | +30.9% | +17.7% | +13.2% | +30.7% |
| YTD | -20.1% | +52.9% | -73.0% | -16.9% |
| All | -7.0% | +46.8% | -53.8% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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