+40.0%
PATH vs ENB
+7.5%
+32.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.9% | -15.8% | -17.3% |
| 7D | -16.3% | -0.2% | -16.1% | -16.5% |
| 30D | +9.9% | -2.2% | +12.1% | +8.1% |
| 3M | +30.2% | -10.5% | +40.7% | +20.1% |
| 6M | +37.2% | -5.1% | +42.3% | +33.4% |
| YTD | -7.3% | +9.0% | -16.3% | +3.7% |
| 1Y | +40.0% | +8.2% | +31.8% | +42.2% |
| All | +40.0% | +7.5% | +32.5% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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