-5.3%
PATH vs SHEL
+43.6%
-48.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +2.2% |
| 7D | -4.8% | -3.2% | -1.6% | -5.5% |
| 30D | +2.7% | +5.5% | -2.9% | +4.5% |
| 3M | -4.2% | +14.4% | -18.6% | -0.1% |
| 6M | +24.7% | +16.2% | +8.6% | +30.5% |
| YTD | -17.6% | +42.4% | -60.0% | -2.3% |
| 1Y | -5.3% | +43.3% | -48.6% | +8.6% |
| All | -5.3% | +43.6% | -48.9% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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