+143.3%
AAPL vs PATH
-75.6%
+218.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | +4.1% | +2.1% | +2.1% | +3.8% |
| 30D | +4.0% | +1.6% | +2.4% | +3.6% |
| 3M | +16.8% | -20.4% | +37.2% | +20.3% |
| 6M | +19.4% | +40.1% | -20.7% | +11.5% |
| YTD | +31.5% | -19.0% | +50.5% | +32.8% |
| 1Y | +31.0% | -5.8% | +36.8% | +27.7% |
| 3Y | +95.3% | -22.9% | +118.2% | +84.5% |
| All | +143.3% | -75.6% | +218.9% | +145.2% |
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