+40.0%
PATH vs AS
-21.9%
+61.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.6% | -20.2% | -16.7% |
| 7D | -16.3% | -4.9% | -11.4% | -16.0% |
| 30D | +9.9% | -19.6% | +29.5% | +11.5% |
| 3M | +30.2% | -14.4% | +44.5% | +31.5% |
| 6M | +37.2% | -20.1% | +57.3% | +38.8% |
| YTD | -7.3% | -20.9% | +13.6% | -5.9% |
| 1Y | +40.0% | -21.9% | +61.9% | +26.9% |
| All | +40.0% | -21.9% | +61.9% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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