+37.2%
PATH vs EOG
+17.0%
+20.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.1% | -16.6% |
| 7D | -16.3% | +1.3% | -17.6% | -16.4% |
| 30D | +9.9% | +8.2% | +1.7% | +9.0% |
| 3M | +30.2% | +3.8% | +26.3% | +30.1% |
| 6M | +37.2% | +15.3% | +21.9% | +32.4% |
| All | +37.2% | +17.0% | +20.3% | +32.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling