-80.8%
PATH vs PTEN
+107.1%
-187.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +0.7% |
| 7D | +2.1% | +10.6% | -8.5% | 0.0% |
| 30D | +1.6% | -4.9% | +6.5% | +2.2% |
| 3M | -20.4% | +1.4% | -21.9% | -21.3% |
| 6M | +40.1% | -7.0% | +47.2% | +39.8% |
| YTD | -19.0% | +84.8% | -103.8% | -31.6% |
| 1Y | -5.8% | +95.7% | -101.5% | -21.3% |
| 3Y | -22.9% | +2.0% | -24.9% | -29.1% |
| 5Y | -75.3% | +48.0% | -123.3% | -79.2% |
| All | -80.8% | +107.1% | -187.9% | -83.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling