-6.1%
PATH vs ALL
+150.1%
-156.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.3% | -15.3% | -16.5% |
| 7D | -16.3% | 0.0% | -16.3% | -16.3% |
| 30D | +9.9% | -1.5% | +11.4% | +10.0% |
| 3M | +30.2% | +23.6% | +6.5% | +28.5% |
| 6M | +37.2% | +22.3% | +14.9% | +35.5% |
| YTD | -7.3% | +26.5% | -33.8% | -8.8% |
| 1Y | +40.0% | +27.0% | +13.0% | +37.7% |
| All | -6.1% | +150.1% | -156.2% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling