-81.4%
PATH vs AVTR
-50.9%
-30.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +1.0% | -0.3% |
| 7D | -2.3% | -0.1% | -2.2% | -2.3% |
| 30D | -4.8% | -0.6% | -4.2% | -4.7% |
| 3M | -17.7% | +13.4% | -31.1% | -22.3% |
| 6M | +18.9% | +87.4% | -68.5% | -10.7% |
| YTD | -21.7% | +35.9% | -57.6% | -32.7% |
| 1Y | -9.6% | +35.4% | -45.0% | -22.6% |
| 3Y | -25.8% | -16.1% | -9.7% | -28.1% |
| 5Y | -77.1% | -59.4% | -17.7% | -64.5% |
| All | -81.4% | -50.9% | -30.5% | -78.5% |
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