-81.1%
PATH vs CNC
+12.9%
-94.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -3.3% |
| 7D | -5.6% | +8.1% | -13.7% | -6.8% |
| 30D | -0.7% | +14.8% | -15.5% | -2.9% |
| 3M | -5.9% | +10.7% | -16.6% | -7.5% |
| 6M | +21.6% | +40.0% | -18.4% | +15.4% |
| YTD | -20.6% | +80.2% | -100.9% | -28.0% |
| 1Y | -10.6% | +101.3% | -111.9% | -20.4% |
| 3Y | -24.9% | +7.0% | -31.9% | -27.5% |
| 5Y | -76.8% | 0.0% | -76.8% | -76.8% |
| All | -81.1% | +12.9% | -94.0% | -81.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling