+40.0%
PATH vs D
+16.8%
+23.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.2% | -16.9% |
| 7D | -16.3% | +1.5% | -17.8% | -15.5% |
| 30D | +9.9% | -2.6% | +12.5% | +7.9% |
| 3M | +30.2% | 0.0% | +30.2% | +30.2% |
| 6M | +37.2% | +7.4% | +29.9% | +43.3% |
| YTD | -7.3% | +15.9% | -23.2% | +4.3% |
| 1Y | +40.0% | +18.1% | +21.9% | +62.4% |
| All | +40.0% | +16.8% | +23.2% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling