-8.6%
PATH vs SHEL
+32.1%
-40.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.6% |
| 7D | -2.7% | -3.9% | +1.2% | -3.9% |
| 30D | -1.4% | -3.7% | +2.3% | -2.2% |
| 3M | -16.4% | +9.1% | -25.5% | -13.8% |
| 6M | +23.3% | +16.7% | +6.6% | +29.1% |
| YTD | -19.8% | +36.8% | -56.7% | -4.5% |
| 1Y | -8.6% | +31.8% | -40.4% | +9.0% |
| All | -8.6% | +32.1% | -40.7% | +9.0% |
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