-6.1%
PATH vs AU
+625.0%
-631.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.3% | -14.3% | -16.5% |
| 7D | -16.3% | -3.6% | -12.7% | -16.1% |
| 30D | +9.9% | +23.9% | -14.0% | +8.6% |
| 3M | +30.2% | +19.1% | +11.1% | +28.9% |
| 6M | +37.2% | -0.2% | +37.4% | +36.8% |
| YTD | -7.3% | +32.5% | -39.8% | -10.1% |
| 1Y | +40.0% | +96.9% | -56.9% | +30.3% |
| All | -6.1% | +625.0% | -631.1% | -29.7% |
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