-81.0%
PATH vs AVTR
-50.7%
-30.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +0.7% | +3.2% | -2.5% | -0.7% |
| 30D | -1.1% | +0.5% | -1.6% | -1.5% |
| 3M | -14.2% | +12.1% | -26.3% | -18.5% |
| 6M | +30.9% | +91.2% | -60.3% | -2.4% |
| YTD | -20.1% | +36.3% | -56.4% | -31.4% |
| 1Y | -8.1% | +35.2% | -43.3% | -21.2% |
| 3Y | -24.3% | -15.8% | -8.4% | -26.7% |
| 5Y | -75.6% | -58.9% | -16.7% | -62.4% |
| All | -81.0% | -50.7% | -30.3% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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