-77.0%
PATH vs ALNY
-17.3%
-59.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -5.3% | -5.5% | +0.2% | -3.9% |
| 30D | -0.5% | -30.5% | +30.0% | +8.3% |
| 3M | -7.1% | -27.8% | +20.7% | -0.6% |
| 6M | +23.8% | -48.5% | +72.3% | +42.5% |
| YTD | -20.7% | -60.8% | +40.1% | -1.4% |
| 1Y | -8.1% | -64.6% | +56.5% | +17.6% |
| 3Y | -21.8% | -6.7% | -15.1% | -33.2% |
| All | -77.0% | -17.3% | -59.7% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling