-79.7%
PATH vs ALNY
+89.9%
-169.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.3% | -5.5% | -7.1% |
| 7D | -22.8% | +5.7% | -28.5% | -24.1% |
| 30D | -6.9% | +18.7% | -25.6% | -11.6% |
| 3M | +25.4% | -11.0% | +36.4% | +26.8% |
| 6M | +18.1% | -18.9% | +37.0% | +21.9% |
| YTD | -14.5% | -34.6% | +20.1% | -5.9% |
| 1Y | +18.7% | -42.8% | +61.6% | +35.8% |
| 3Y | -24.2% | +29.1% | -53.3% | -38.2% |
| 5Y | -75.2% | +39.6% | -114.8% | -81.9% |
| All | -79.7% | +89.9% | -169.6% | -86.8% |
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