-5.3%
PATH vs ATI
+86.4%
-91.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +2.8% |
| 7D | -4.8% | +8.3% | -13.1% | -3.6% |
| 30D | +2.7% | -7.3% | +9.9% | +1.9% |
| 3M | -4.2% | -10.5% | +6.3% | -5.1% |
| 6M | +24.7% | +16.4% | +8.4% | +26.7% |
| YTD | -17.6% | +56.1% | -73.6% | -25.3% |
| 1Y | -5.3% | +86.5% | -91.8% | -25.3% |
| All | -5.3% | +86.4% | -91.7% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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