-80.4%
PATH vs SLB
+134.6%
-215.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.1% |
| 7D | -4.8% | -4.1% | -0.7% | -4.1% |
| 30D | +2.7% | +2.5% | +0.1% | +2.1% |
| 3M | -4.2% | +2.0% | -6.2% | -4.8% |
| 6M | +24.7% | -6.3% | +31.1% | +25.4% |
| YTD | -17.6% | +36.5% | -54.1% | -24.2% |
| 1Y | -5.3% | +46.2% | -51.6% | -14.2% |
| 3Y | -22.0% | -2.1% | -19.9% | -25.1% |
| 5Y | -76.5% | +73.7% | -150.2% | -79.1% |
| All | -80.4% | +134.6% | -215.0% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 10y: compounded portfolio wealth divided by compounded SLB 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…
10y analysis · Full analysis span regression · 6 months rolling