+14.6%
PATH vs CRCL
+47.9%
-33.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.5% |
| 7D | -16.3% | +17.1% | -33.4% | -17.8% |
| 30D | +9.9% | +61.3% | -51.4% | +4.6% |
| 3M | +30.2% | +12.7% | +17.5% | +27.3% |
| 6M | +37.2% | -3.1% | +40.3% | +34.4% |
| YTD | -7.3% | +28.7% | -36.0% | -12.2% |
| 1Y | +40.0% | -13.1% | +53.1% | +36.1% |
| All | +14.6% | +47.9% | -33.3% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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