-39.3%
NFLX vs PATH
-10.3%
-29.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.9% | +1.8% | +4.3% |
| 7D | +7.1% | -4.8% | +11.9% | +7.7% |
| 30D | -1.6% | +2.7% | -4.3% | -2.0% |
| 3M | -9.8% | -4.2% | -5.6% | -9.3% |
| 6M | -27.1% | +24.7% | -51.8% | -28.3% |
| YTD | -29.2% | -17.6% | -11.6% | -30.2% |
| 1Y | -39.3% | -5.3% | -33.9% | -41.0% |
| All | -39.3% | -10.3% | -29.0% | -41.0% |
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