-80.4%
PATH vs AVTR
-50.6%
-29.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.7% |
| 7D | -4.8% | -6.2% | +1.4% | -2.2% |
| 30D | +2.7% | -1.0% | +3.7% | +3.0% |
| 3M | -4.2% | +14.4% | -18.6% | -9.8% |
| 6M | +24.7% | +95.9% | -71.1% | -8.2% |
| YTD | -17.6% | +36.6% | -54.1% | -29.3% |
| 1Y | -5.3% | +35.1% | -40.5% | -18.8% |
| 3Y | -22.0% | -14.8% | -7.2% | -25.0% |
| 5Y | -76.5% | -59.8% | -16.7% | -63.5% |
| All | -80.4% | -50.6% | -29.8% | -77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling