-5.3%
PATH vs AU
+42.5%
-47.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.0% | -5.1% | +2.6% |
| 7D | -4.8% | +0.8% | -5.5% | -4.9% |
| 30D | +2.7% | -7.0% | +9.6% | +2.8% |
| 3M | -4.2% | +8.5% | -12.7% | -3.8% |
| 6M | +24.7% | -1.3% | +26.0% | +25.2% |
| YTD | -17.6% | +6.8% | -24.3% | -20.6% |
| 1Y | -5.3% | +44.6% | -49.9% | -12.2% |
| All | -5.3% | +42.5% | -47.8% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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