+61.0%
PATK price history and return analytics
+75.6%
-14.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.5% |
| 7D | -6.2% | -0.7% | -5.5% | -5.5% |
| 30D | +23.8% | -1.7% | +25.5% | +25.9% |
| 3M | -8.6% | -2.3% | -6.3% | -6.4% |
| 6M | -15.4% | +1.5% | -17.0% | -17.5% |
| YTD | -25.7% | +12.0% | -37.7% | -35.7% |
| 1Y | -23.0% | +12.9% | -35.9% | -34.0% |
| All | +61.0% | +75.6% | -14.6% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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