-75.7%
PATH vs AU
+668.7%
-744.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.3% | -14.3% | -16.4% |
| 7D | -16.3% | -3.6% | -12.7% | -15.9% |
| 30D | +9.9% | +23.9% | -14.0% | +7.2% |
| 3M | +30.2% | +19.1% | +11.1% | +27.1% |
| 6M | +37.2% | -0.2% | +37.4% | +35.9% |
| YTD | -7.3% | +32.5% | -39.8% | -12.5% |
| 1Y | +40.0% | +96.9% | -56.9% | +23.1% |
| 3Y | -4.4% | +614.7% | -619.1% | -38.1% |
| All | -75.7% | +668.7% | -744.4% | -86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling