-21.8%
PATH vs AU
+450.2%
-472.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.4% |
| 7D | -5.3% | +16.5% | -21.9% | -6.3% |
| 30D | -0.5% | +3.3% | -3.8% | -0.8% |
| 3M | -7.1% | +6.8% | -14.0% | -7.6% |
| 6M | +23.8% | -3.9% | +27.7% | +23.7% |
| YTD | -20.7% | +12.9% | -33.6% | -22.7% |
| 1Y | -8.1% | +43.5% | -51.5% | -12.6% |
| 3Y | -21.8% | +445.5% | -467.4% | -44.0% |
| All | -21.8% | +450.2% | -472.0% | -44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling