-81.2%
PATH vs AGI
+279.1%
-360.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.5% |
| 7D | -5.3% | +16.0% | -21.3% | -7.8% |
| 30D | -0.5% | +1.0% | -1.5% | -0.9% |
| 3M | -7.1% | +2.5% | -9.6% | -7.8% |
| 6M | +23.8% | -24.0% | +47.8% | +28.5% |
| YTD | -20.7% | -17.2% | -3.4% | -20.6% |
| 1Y | -8.1% | +4.9% | -13.0% | -12.3% |
| 3Y | -21.8% | +142.6% | -164.4% | -41.6% |
| 5Y | -76.8% | +315.2% | -392.0% | -85.3% |
| All | -81.2% | +279.1% | -360.2% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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