+95.3%
GOOGL vs PATH
-77.4%
+172.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.3% | +1.2% |
| 7D | +3.3% | -2.7% | +6.0% | +3.8% |
| 30D | -18.1% | -3.7% | -14.4% | -17.5% |
| 3M | -18.6% | -13.8% | -4.9% | -17.1% |
| 6M | -28.0% | +20.3% | -48.3% | -31.5% |
| YTD | -7.8% | -20.8% | +13.0% | -6.2% |
| 1Y | +3.6% | -9.2% | +12.8% | +1.6% |
| 3Y | +123.4% | -21.8% | +145.1% | +108.1% |
| 5Y | +95.3% | -77.4% | +172.8% | +97.9% |
| All | +95.3% | -77.4% | +172.7% | +97.9% |
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