-81.1%
PATH vs AG
-6.7%
-74.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.5% | -3.2% |
| 7D | -5.6% | -2.9% | -2.7% | -5.2% |
| 30D | -0.7% | -15.1% | +14.4% | +1.9% |
| 3M | -5.9% | -15.4% | +9.5% | -3.7% |
| 6M | +21.6% | -21.9% | +43.5% | +24.2% |
| YTD | -20.6% | -10.4% | -10.2% | -23.1% |
| 1Y | -10.6% | +39.8% | -50.4% | -21.4% |
| 3Y | -24.9% | +209.5% | -234.4% | -48.8% |
| 5Y | -76.8% | +12.5% | -89.3% | -80.6% |
| All | -81.1% | -6.7% | -74.5% | -83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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