-8.1%
PATH vs SHEL
+33.9%
-41.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.1% |
| 7D | +0.7% | -1.6% | +2.2% | +0.2% |
| 30D | -1.1% | -4.3% | +3.2% | -2.2% |
| 3M | -14.2% | +10.4% | -24.5% | -11.2% |
| 6M | +30.9% | +17.5% | +13.3% | +37.4% |
| YTD | -20.1% | +37.8% | -57.9% | -4.4% |
| 1Y | -8.1% | +33.8% | -41.9% | +9.6% |
| All | -8.1% | +33.9% | -41.9% | +9.6% |
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