+66.1%
INTC vs PATH
-7.3%
+73.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.4% |
| 7D | +6.0% | +2.1% | +3.9% | +6.1% |
| 30D | -39.2% | +1.6% | -40.8% | -39.1% |
| 3M | -42.9% | -20.4% | -22.5% | -43.9% |
| 6M | -50.4% | +40.1% | -90.5% | -48.4% |
| YTD | +61.7% | -19.0% | +80.7% | +59.9% |
| 1Y | +66.1% | -5.8% | +72.0% | +69.3% |
| All | +66.1% | -7.3% | +73.4% | +69.3% |
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