-8.6%
PATH vs PTEN
+66.5%
-75.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | -2.7% | -16.4% | +13.7% | -1.6% |
| 30D | -3.7% | -12.8% | +9.1% | -2.9% |
| 3M | -13.8% | +0.7% | -14.4% | -14.0% |
| 6M | +20.3% | -12.2% | +32.5% | +22.9% |
| YTD | -20.8% | +66.1% | -86.9% | -32.1% |
| All | -8.6% | +66.5% | -75.1% | -22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling