-36.4%
PATX vs SPY
+11.3%
-47.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -33.2% | -0.4% | -32.8% | -32.5% |
| 7D | -32.1% | +0.1% | -32.2% | -32.0% |
| 30D | +13.8% | +0.1% | +13.7% | +14.7% |
| 3M | +47.7% | +2.0% | +45.7% | +46.6% |
| 6M | +42.7% | +13.0% | +29.7% | +28.6% |
| All | -36.4% | +11.3% | -47.8% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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