-78.0%
PATH vs PTEN
+134.5%
-212.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.6% | -16.4% |
| 7D | -16.3% | +0.7% | -17.0% | -16.5% |
| 30D | +9.9% | +31.2% | -21.3% | +3.7% |
| 3M | +30.2% | +2.0% | +28.1% | +28.4% |
| 6M | +37.2% | +42.4% | -5.2% | +24.9% |
| YTD | -7.3% | +109.2% | -116.5% | -23.1% |
| 1Y | +40.0% | +122.3% | -82.3% | +14.4% |
| 3Y | -4.4% | -5.6% | +1.2% | -10.7% |
| 5Y | -76.0% | +86.5% | -162.5% | -80.3% |
| All | -78.0% | +134.5% | -212.5% | -81.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling