-81.4%
PATH vs CNC
+6.8%
-88.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.5% |
| 7D | -2.3% | +4.0% | -6.3% | -3.0% |
| 30D | -4.8% | +7.4% | -12.2% | -6.0% |
| 3M | -17.7% | +5.4% | -23.1% | -18.5% |
| 6M | +18.9% | +25.4% | -6.5% | +14.7% |
| YTD | -21.7% | +70.6% | -92.3% | -28.4% |
| 1Y | -9.6% | +104.9% | -114.6% | -19.8% |
| 3Y | -25.8% | -2.3% | -23.5% | -27.1% |
| 5Y | -77.1% | -6.5% | -70.6% | -76.9% |
| All | -81.4% | +6.8% | -88.2% | -81.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling