-81.0%
PATH vs AU
+381.8%
-462.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +2.6% |
| 7D | -2.7% | +4.7% | -7.4% | -3.3% |
| 30D | -1.4% | -1.5% | +0.2% | -1.4% |
| 3M | -16.4% | -5.0% | -11.4% | -16.2% |
| 6M | +23.3% | -13.5% | +36.8% | +24.4% |
| YTD | -19.8% | +11.7% | -31.6% | -22.9% |
| 1Y | -8.6% | +21.3% | -29.9% | -13.3% |
| 3Y | -24.0% | +545.0% | -569.0% | -48.8% |
| 5Y | -77.1% | +412.0% | -489.1% | -85.2% |
| All | -81.0% | +381.8% | -462.8% | -87.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling