-78.0%
PATH vs EQIX
+58.3%
-136.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.2% | -16.4% |
| 7D | -16.3% | -0.8% | -15.5% | -15.9% |
| 30D | +9.9% | -1.4% | +11.4% | +10.5% |
| 3M | +30.2% | -4.4% | +34.6% | +32.1% |
| 6M | +37.2% | +7.9% | +29.3% | +28.3% |
| YTD | -7.3% | +37.3% | -44.6% | -27.1% |
| 1Y | +40.0% | +37.8% | +2.2% | +9.5% |
| 3Y | -4.4% | +42.0% | -46.4% | -29.7% |
| 5Y | -76.0% | +29.6% | -105.7% | -84.1% |
| All | -78.0% | +58.3% | -136.3% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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