-75.2%
PATH vs AGI
+243.7%
-319.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +2.1% | -10.1% | +12.2% | +3.9% |
| 30D | +1.6% | -6.5% | +8.1% | +2.5% |
| 3M | -20.4% | -12.8% | -7.6% | -18.9% |
| 6M | +40.1% | -34.3% | +74.4% | +49.1% |
| YTD | -19.0% | -25.6% | +6.6% | -17.6% |
| 1Y | -5.8% | -14.2% | +8.4% | -6.9% |
| 3Y | -22.9% | +127.3% | -150.2% | -43.0% |
| All | -75.2% | +243.7% | -319.0% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling