+40.0%
PATH vs FDX
+80.8%
-40.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.1% | -16.6% |
| 7D | -16.3% | -2.5% | -13.8% | -16.2% |
| 30D | +9.9% | +3.8% | +6.1% | +10.0% |
| 3M | +30.2% | -1.3% | +31.5% | +30.4% |
| 6M | +37.2% | +5.0% | +32.2% | +37.9% |
| YTD | -7.3% | +39.6% | -47.0% | -14.9% |
| 1Y | +40.0% | +81.1% | -41.1% | +43.7% |
| All | +40.0% | +80.8% | -40.8% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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