-75.7%
PATH vs SHEL
+179.6%
-255.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.7% | -17.3% | -16.8% |
| 7D | -16.3% | +2.2% | -18.6% | -16.8% |
| 30D | +9.9% | +6.8% | +3.1% | +7.9% |
| 3M | +30.2% | +8.1% | +22.1% | +27.1% |
| 6M | +37.2% | +14.4% | +22.8% | +31.7% |
| YTD | -7.3% | +30.0% | -37.3% | -14.8% |
| 1Y | +40.0% | +33.3% | +6.7% | +27.3% |
| 3Y | -4.4% | +66.4% | -70.9% | -20.0% |
| All | -75.7% | +179.6% | -255.3% | -83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling