-21.8%
PATH vs PTEN
-13.8%
-8.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -5.3% | -25.5% | +20.2% | +0.7% |
| 30D | -0.5% | -11.7% | +11.1% | +1.6% |
| 3M | -7.1% | -0.5% | -6.6% | -8.2% |
| 6M | +23.8% | -12.9% | +36.7% | +25.3% |
| YTD | -20.7% | +67.1% | -87.8% | -34.6% |
| 1Y | -8.1% | +70.5% | -78.6% | -24.7% |
| 3Y | -21.8% | -10.4% | -11.4% | -24.8% |
| All | -21.8% | -13.8% | -8.1% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling