-78.0%
PATH vs AXP
+141.3%
-219.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -15.8% |
| 7D | -16.3% | -2.1% | -14.2% | -14.9% |
| 30D | +9.9% | -6.5% | +16.5% | +15.3% |
| 3M | +30.2% | +4.6% | +25.5% | +25.2% |
| 6M | +37.2% | +5.4% | +31.8% | +30.9% |
| YTD | -7.3% | -11.1% | +3.8% | -0.4% |
| 1Y | +40.0% | -0.3% | +40.3% | +36.9% |
| 3Y | -4.4% | +111.6% | -116.0% | -50.6% |
| 5Y | -76.0% | +117.6% | -193.6% | -87.2% |
| All | -78.0% | +141.3% | -219.3% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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