-6.1%
PATH vs AVTR
-31.1%
+25.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.4% | -15.2% | -16.2% |
| 7D | -16.3% | +2.7% | -19.0% | -16.9% |
| 30D | +9.9% | +12.1% | -2.1% | +6.3% |
| 3M | +30.2% | +57.2% | -27.1% | +13.2% |
| 6M | +37.2% | +73.1% | -35.8% | +15.5% |
| YTD | -7.3% | +30.6% | -37.9% | -15.6% |
| 1Y | +40.0% | +13.5% | +26.5% | +29.0% |
| All | -6.1% | -31.1% | +25.0% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling