+289.3%
INTC vs PATH
+39.0%
+250.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -16.6% | +21.1% | +4.0% |
| 7D | +7.1% | -16.3% | +23.4% | +6.6% |
| 30D | -5.2% | +9.9% | -15.1% | -4.9% |
| 3M | -14.3% | +30.2% | -44.5% | -13.0% |
| 6M | +110.2% | +37.2% | +73.0% | +114.0% |
| YTD | +159.6% | -7.3% | +166.9% | +163.2% |
| 1Y | +289.3% | +40.0% | +249.3% | +355.1% |
| All | +289.3% | +39.0% | +250.3% | +355.1% |
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