+54.4%
INTC vs PATH
-10.8%
+65.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.6% | +5.5% |
| 7D | -1.0% | -2.7% | +1.7% | -1.2% |
| 30D | -43.3% | -3.7% | -39.6% | -43.4% |
| 3M | -41.6% | -13.8% | -27.8% | -42.1% |
| 6M | -52.5% | +20.3% | -72.8% | -50.9% |
| YTD | +60.9% | -20.8% | +81.7% | +59.0% |
| All | +54.4% | -10.8% | +65.2% | +59.3% |
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