-78.0%
PATH vs ENTG
+28.1%
-106.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +6.2% | -22.8% | -19.2% |
| 7D | -16.3% | +2.8% | -19.1% | -17.8% |
| 30D | +9.9% | -4.7% | +14.6% | +10.7% |
| 3M | +30.2% | -0.7% | +30.9% | +21.3% |
| 6M | +37.2% | +7.7% | +29.5% | +17.3% |
| YTD | -7.3% | +65.1% | -72.4% | -39.4% |
| 1Y | +40.0% | +74.8% | -34.8% | -12.3% |
| 3Y | -4.4% | +36.9% | -41.3% | -38.7% |
| 5Y | -76.0% | +16.1% | -92.1% | -83.2% |
| All | -78.0% | +28.1% | -106.0% | -85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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