-81.2%
PATH vs PTEN
+86.1%
-167.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | 0.0% |
| 7D | -2.7% | -16.4% | +13.7% | +0.7% |
| 30D | -3.7% | -12.8% | +9.1% | -1.5% |
| 3M | -13.8% | +0.7% | -14.4% | -14.7% |
| 6M | +20.3% | -12.2% | +32.5% | +21.2% |
| YTD | -20.8% | +66.1% | -86.9% | -31.6% |
| 1Y | -9.2% | +69.2% | -78.5% | -21.9% |
| 3Y | -21.8% | -8.2% | -13.6% | -26.5% |
| 5Y | -77.4% | +19.2% | -96.6% | -80.4% |
| All | -81.2% | +86.1% | -167.3% | -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