-81.1%
PATH vs ALL
+146.5%
-227.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.5% |
| 7D | -5.6% | +4.2% | -9.8% | -6.4% |
| 30D | -0.7% | +18.9% | -19.6% | -4.2% |
| 3M | -5.9% | +1.2% | -7.1% | -6.2% |
| 6M | +21.6% | +23.2% | -1.6% | +16.6% |
| YTD | -20.6% | +30.0% | -50.6% | -24.8% |
| 1Y | -10.6% | +39.6% | -50.2% | -16.8% |
| 3Y | -24.9% | +115.2% | -140.1% | -38.8% |
| 5Y | -76.8% | +156.2% | -233.1% | -81.1% |
| All | -81.1% | +146.5% | -227.7% | -83.1% |
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