-6.1%
PATH vs CG
+58.1%
-64.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.6% | -15.0% | -15.8% |
| 7D | -16.3% | -4.3% | -12.0% | -14.4% |
| 30D | +9.9% | -5.1% | +15.0% | +12.9% |
| 3M | +30.2% | +8.7% | +21.5% | +24.6% |
| 6M | +37.2% | -9.2% | +46.4% | +42.6% |
| YTD | -7.3% | -18.9% | +11.5% | +1.7% |
| 1Y | +40.0% | -25.6% | +65.6% | +59.5% |
| All | -6.1% | +58.1% | -64.2% | -43.5% |
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