-78.0%
PATH vs CASY
+247.8%
-325.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.3% | -16.3% | -16.6% |
| 7D | -16.3% | +0.1% | -16.4% | -16.3% |
| 30D | +9.9% | -11.3% | +21.3% | +13.2% |
| 3M | +30.2% | -0.6% | +30.8% | +28.3% |
| 6M | +37.2% | +10.7% | +26.5% | +28.6% |
| YTD | -7.3% | +37.1% | -44.4% | -20.3% |
| 1Y | +40.0% | +52.3% | -12.3% | +14.9% |
| 3Y | -4.4% | +215.2% | -219.6% | -44.3% |
| 5Y | -76.0% | +276.5% | -352.5% | -87.9% |
| All | -78.0% | +247.8% | -325.8% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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