+40.0%
PATH vs CNC
+129.2%
-89.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.4% | -15.2% | -16.5% |
| 7D | -16.3% | +3.5% | -19.8% | -16.5% |
| 30D | +9.9% | +0.1% | +9.8% | +9.9% |
| 3M | +30.2% | +6.9% | +23.2% | +29.5% |
| 6M | +37.2% | +49.0% | -11.8% | +33.0% |
| YTD | -7.3% | +62.9% | -70.2% | -9.7% |
| 1Y | +40.0% | +134.0% | -94.0% | +30.1% |
| All | +40.0% | +129.2% | -89.2% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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