-5.8%
PATH vs PTEN
+90.8%
-96.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +1.1% |
| 7D | +2.1% | +10.6% | -8.5% | +1.3% |
| 30D | +1.6% | -4.9% | +6.5% | +1.8% |
| 3M | -20.4% | +1.4% | -21.9% | -20.7% |
| 6M | +40.1% | -7.0% | +47.2% | +43.8% |
| YTD | -19.0% | +84.8% | -103.8% | -31.8% |
| 1Y | -5.8% | +95.7% | -101.5% | -26.6% |
| All | -5.8% | +90.8% | -96.6% | -26.6% |
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