-81.0%
PATH vs ALNY
+16.7%
-97.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.4% | -3.0% | +1.0% |
| 7D | -2.7% | -0.8% | -2.0% | -2.5% |
| 30D | -1.4% | -29.6% | +28.2% | +7.2% |
| 3M | -16.4% | -27.7% | +11.3% | -10.5% |
| 6M | +23.3% | -43.9% | +67.1% | +38.7% |
| YTD | -19.8% | -59.8% | +40.0% | -0.8% |
| 1Y | -8.6% | -64.6% | +56.1% | +17.5% |
| 3Y | -24.0% | -1.3% | -22.8% | -36.2% |
| 5Y | -77.1% | -7.6% | -69.5% | -81.5% |
| All | -81.0% | +16.7% | -97.7% | -86.1% |
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