-81.2%
PATH vs ALL
+135.5%
-216.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.8% |
| 7D | -5.3% | -1.9% | -3.4% | -5.0% |
| 30D | -0.5% | +13.8% | -14.3% | -3.2% |
| 3M | -7.1% | -7.0% | -0.1% | -5.9% |
| 6M | +23.8% | +18.0% | +5.8% | +19.7% |
| YTD | -20.7% | +24.2% | -44.9% | -24.2% |
| 1Y | -8.1% | +31.2% | -39.2% | -13.4% |
| 3Y | -21.8% | +107.5% | -129.4% | -35.9% |
| 5Y | -76.8% | +144.8% | -221.6% | -81.0% |
| All | -81.2% | +135.5% | -216.7% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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