-8.1%
PATH vs CG
-21.8%
+13.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | -5.3% | -1.2% | -4.1% | -4.8% |
| 30D | -0.5% | +5.0% | -5.6% | -3.2% |
| 3M | -7.1% | -18.2% | +11.1% | +2.2% |
| 6M | +23.8% | -20.7% | +44.5% | +38.3% |
| YTD | -20.7% | -31.4% | +10.7% | -5.4% |
| 1Y | -8.1% | -22.3% | +14.2% | -1.4% |
| All | -8.1% | -21.8% | +13.8% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling