-81.2%
PATH vs ALNY
+14.4%
-95.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | -3.7% | -32.7% | +29.0% | +5.9% |
| 3M | -13.8% | -28.6% | +14.8% | -7.4% |
| 6M | +20.3% | -46.9% | +67.2% | +37.6% |
| YTD | -20.8% | -60.6% | +39.8% | -1.4% |
| 1Y | -9.2% | -64.6% | +55.4% | +16.5% |
| 3Y | -21.8% | -4.8% | -17.0% | -33.5% |
| 5Y | -77.4% | -14.8% | -62.6% | -81.2% |
| All | -81.2% | +14.4% | -95.6% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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