-75.2%
PATH vs AR
+140.6%
-215.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.8% | -6.9% | -7.6% |
| 7D | -22.8% | -1.8% | -20.9% | -22.4% |
| 30D | -6.9% | +12.6% | -19.5% | -9.3% |
| 3M | +25.4% | +10.0% | +15.4% | +22.4% |
| 6M | +18.1% | +0.6% | +17.5% | +17.3% |
| YTD | -14.5% | +13.4% | -27.9% | -17.6% |
| 1Y | +18.7% | +21.7% | -3.0% | +12.6% |
| 3Y | -24.2% | +45.8% | -70.0% | -32.7% |
| 5Y | -75.2% | +144.3% | -219.4% | -80.0% |
| All | -75.2% | +140.6% | -215.8% | -80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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