-8.6%
PATH vs RIG
+28.0%
-36.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | 0.0% |
| 7D | -2.7% | -17.0% | +14.3% | -1.0% |
| 30D | -3.7% | -6.2% | +2.5% | -3.0% |
| 3M | -13.8% | -1.7% | -12.0% | -13.3% |
| 6M | +20.3% | -19.2% | +39.5% | +23.7% |
| YTD | -20.8% | +25.2% | -46.0% | -24.5% |
| All | -8.6% | +28.0% | -36.6% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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