+40.0%
PATH vs ACGL
+4.8%
+35.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.7% | -14.9% | -16.7% |
| 7D | -16.3% | -0.7% | -15.6% | -16.3% |
| 30D | +9.9% | -1.0% | +10.9% | +9.9% |
| 3M | +30.2% | +11.0% | +19.1% | +34.3% |
| 6M | +37.2% | -0.3% | +37.5% | +37.1% |
| YTD | -7.3% | +2.3% | -9.6% | -6.6% |
| 1Y | +40.0% | +6.4% | +33.6% | +44.4% |
| All | +40.0% | +4.8% | +35.2% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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