+85.0%
PATN price history and return analytics
+42.1%
+42.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +2.6% | +1.0% | +1.6% | +1.3% |
| 30D | +1.9% | -0.2% | +2.1% | +2.2% |
| 3M | +1.7% | +4.5% | -2.9% | -3.1% |
| 6M | +24.9% | +14.1% | +10.9% | +9.2% |
| YTD | +34.5% | +14.8% | +19.7% | +17.2% |
| 1Y | +49.0% | +21.2% | +27.8% | +23.7% |
| All | +85.0% | +42.1% | +42.9% | +31.1% |
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