-18.8%
PATH vs CG
+58.6%
-77.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.6% | +0.7% |
| 7D | -4.8% | +9.4% | -14.2% | -9.0% |
| 30D | +2.7% | +8.7% | -6.1% | -1.7% |
| 3M | -4.2% | -15.0% | +10.8% | +3.6% |
| 6M | +24.7% | -13.2% | +38.0% | +32.5% |
| YTD | -17.6% | -26.2% | +8.6% | -5.8% |
| 1Y | -5.3% | -14.1% | +8.8% | +0.5% |
| All | -18.8% | +58.6% | -77.4% | -56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling