-21.8%
PATH vs EQX
+138.0%
-159.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.3% |
| 7D | -5.3% | +18.8% | -24.1% | -7.0% |
| 30D | -0.5% | +5.2% | -5.7% | -1.2% |
| 3M | -7.1% | +7.5% | -14.6% | -8.1% |
| 6M | +23.8% | -19.6% | +43.4% | +25.5% |
| YTD | -20.7% | -17.6% | -3.1% | -20.9% |
| 1Y | -8.1% | +1.4% | -9.4% | -10.7% |
| 3Y | -21.8% | +139.0% | -160.8% | -35.6% |
| All | -21.8% | +138.0% | -159.9% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling