-21.8%
PATH vs SHEL
+67.3%
-89.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.0% | -3.5% |
| 7D | -5.6% | -7.0% | +1.4% | -4.7% |
| 30D | -0.7% | +2.6% | -3.2% | -1.1% |
| 3M | -5.9% | +15.1% | -20.9% | -8.2% |
| 6M | +21.6% | +13.6% | +8.0% | +18.9% |
| YTD | -20.6% | +40.0% | -60.6% | -26.8% |
| 1Y | -10.6% | +39.2% | -49.8% | -17.4% |
| All | -21.8% | +67.3% | -89.0% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling