-77.0%
PATH vs AU
+465.1%
-542.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.6% |
| 7D | -5.3% | +16.5% | -21.9% | -7.0% |
| 30D | -0.5% | +3.3% | -3.8% | -1.0% |
| 3M | -7.1% | +6.8% | -14.0% | -8.1% |
| 6M | +23.8% | -3.9% | +27.7% | +23.4% |
| YTD | -20.7% | +12.9% | -33.6% | -23.8% |
| 1Y | -8.1% | +43.5% | -51.5% | -14.9% |
| 3Y | -21.8% | +445.5% | -467.4% | -46.3% |
| All | -77.0% | +465.1% | -542.1% | -85.8% |
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