-8.6%
PATH vs AGI
+1.7%
-10.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.4% |
| 7D | -2.7% | +17.4% | -20.1% | -4.6% |
| 30D | -3.7% | -0.9% | -2.8% | -3.8% |
| 3M | -13.8% | -1.6% | -12.2% | -13.6% |
| 6M | +20.3% | -24.7% | +45.0% | +23.4% |
| YTD | -20.8% | -15.3% | -5.5% | -25.4% |
| All | -8.6% | +1.7% | -10.3% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling