-6.1%
PATH vs AG
+260.2%
-266.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.0% | -14.7% | -16.4% |
| 7D | -16.3% | +1.0% | -17.3% | -16.4% |
| 30D | +9.9% | +19.2% | -9.3% | +7.8% |
| 3M | +30.2% | +6.2% | +24.0% | +28.7% |
| 6M | +37.2% | -26.7% | +63.9% | +40.7% |
| YTD | -7.3% | +26.1% | -33.4% | -12.4% |
| 1Y | +40.0% | +131.7% | -91.7% | +21.2% |
| All | -6.1% | +260.2% | -266.3% | -26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling