+21.6%
PATH vs CNC
+38.7%
-17.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -3.0% |
| 7D | -5.6% | +8.1% | -13.7% | -7.6% |
| 30D | -0.7% | +14.8% | -15.5% | -4.7% |
| 3M | -5.9% | +10.7% | -16.6% | -8.2% |
| 6M | +21.6% | +40.0% | -18.4% | +12.7% |
| All | +21.6% | +38.7% | -17.1% | +12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling