-8.1%
PATH vs ARWR
+44.4%
-52.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.2% |
| 7D | -5.3% | -2.9% | -2.4% | -5.1% |
| 30D | -0.5% | -5.4% | +4.9% | -0.2% |
| 3M | -7.1% | -32.2% | +25.1% | -5.6% |
| 6M | +23.8% | -26.5% | +50.3% | +25.7% |
| YTD | -20.7% | -12.4% | -8.3% | -22.4% |
| 1Y | -8.1% | +46.9% | -54.9% | -11.5% |
| All | -8.1% | +44.4% | -52.5% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 1y: compounded portfolio wealth divided by compounded ARWR 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…
1y analysis · Full analysis span regression · 6 months rolling