+132.9%
AAPL vs PATH
-78.0%
+211.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | -1.0% |
| 7D | -1.4% | -5.6% | +4.2% | -0.5% |
| 30D | +3.2% | -0.7% | +3.8% | +3.2% |
| 3M | +10.8% | -5.9% | +16.6% | +10.9% |
| 6M | +21.3% | +21.6% | -0.3% | +15.8% |
| YTD | +26.9% | -20.6% | +47.6% | +28.6% |
| 1Y | +27.9% | -10.6% | +38.5% | +25.8% |
| 3Y | +97.5% | -24.9% | +122.4% | +87.3% |
| 5Y | +132.9% | -76.8% | +209.7% | +129.7% |
| All | +132.9% | -78.0% | +211.0% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 5y: compounded portfolio wealth divided by compounded PATH 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…
5y analysis · Full analysis span regression · 6 months rolling