-26.9%
ADBE vs PATH
-10.2%
-16.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -4.4% | -5.3% | +0.9% | -2.5% |
| 30D | +2.8% | -0.5% | +3.3% | +2.9% |
| 3M | -8.0% | -7.1% | -0.9% | -5.9% |
| 6M | -4.3% | +23.8% | -28.2% | -10.9% |
| YTD | -31.6% | -20.7% | -10.9% | -32.8% |
| 1Y | -26.9% | -8.1% | -18.8% | -29.3% |
| All | -26.9% | -10.2% | -16.7% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling