-81.1%
PATH vs A
+34.3%
-115.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -1.6% |
| 7D | -5.6% | -5.2% | -0.4% | -2.1% |
| 30D | -0.7% | +1.4% | -2.1% | -1.8% |
| 3M | -5.9% | +21.9% | -27.8% | -19.0% |
| 6M | +21.6% | +46.7% | -25.1% | -10.8% |
| YTD | -20.6% | +27.2% | -47.8% | -35.4% |
| 1Y | -10.6% | +17.9% | -28.5% | -23.1% |
| 3Y | -24.9% | +61.1% | -86.0% | -51.2% |
| 5Y | -76.8% | +13.8% | -90.6% | -80.5% |
| All | -81.1% | +34.3% | -115.5% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling