-8.1%
PATH vs CNC
+88.6%
-96.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.9% | +0.9% |
| 7D | -5.3% | +1.9% | -7.2% | -5.7% |
| 30D | -0.5% | +7.3% | -7.8% | -1.8% |
| 3M | -7.1% | +8.6% | -15.8% | -8.2% |
| 6M | +23.8% | +26.0% | -2.2% | +20.9% |
| YTD | -20.7% | +69.5% | -90.2% | -24.9% |
| 1Y | -8.1% | +88.0% | -96.0% | -14.5% |
| All | -8.1% | +88.6% | -96.7% | -14.5% |
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