-10.6%
PATH vs ADI
+58.9%
-69.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -11.1% | +7.4% | -5.6% |
| 7D | -5.6% | -16.7% | +11.1% | -8.7% |
| 30D | -0.7% | -14.2% | +13.5% | -3.4% |
| 3M | -5.9% | -4.1% | -1.7% | -5.6% |
| 6M | +21.6% | -10.3% | +31.9% | +20.7% |
| YTD | -20.6% | +34.3% | -54.9% | -28.0% |
| 1Y | -10.6% | +54.9% | -65.5% | -22.8% |
| All | -10.6% | +58.9% | -69.4% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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