+21.6%
PATH vs SHEL
+13.9%
+7.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.0% | -4.2% |
| 7D | -5.6% | -7.0% | +1.4% | -7.7% |
| 30D | -0.7% | +2.6% | -3.2% | +0.5% |
| 3M | -5.9% | +15.1% | -20.9% | -1.3% |
| 6M | +21.6% | +13.6% | +8.0% | +31.0% |
| All | +21.6% | +13.9% | +7.7% | +31.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling