-8.1%
PATH vs AGI
-12.3%
+4.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.2% |
| 7D | +0.7% | -7.5% | +8.2% | +1.6% |
| 30D | -1.1% | -9.9% | +8.7% | -0.2% |
| 3M | -14.2% | -14.2% | 0.0% | -12.7% |
| 6M | +30.9% | -35.2% | +66.1% | +36.6% |
| YTD | -20.1% | -25.2% | +5.2% | -23.9% |
| 1Y | -8.1% | -14.3% | +6.3% | -14.7% |
| All | -8.1% | -12.3% | +4.2% | -14.7% |
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