+18.7%
PATH vs EQX
+27.6%
-8.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.3% | -6.4% | -7.7% |
| 7D | -22.8% | +3.8% | -26.5% | -22.9% |
| 30D | -6.9% | +9.4% | -16.3% | -7.3% |
| 3M | +25.4% | +16.8% | +8.6% | +24.5% |
| 6M | +18.1% | -23.7% | +41.8% | +19.6% |
| YTD | -14.5% | -9.6% | -4.9% | -15.8% |
| 1Y | +18.7% | +29.1% | -10.4% | +13.4% |
| All | +18.7% | +27.6% | -8.8% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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