-21.8%
PATH vs FDX
+68.8%
-90.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.8% | +0.1% | -2.4% |
| 7D | -5.6% | +2.9% | -8.5% | -6.5% |
| 30D | -0.7% | +9.6% | -10.3% | -3.7% |
| 3M | -5.9% | +2.4% | -8.2% | -6.4% |
| 6M | +21.6% | +9.2% | +12.4% | +17.8% |
| YTD | -20.6% | +37.7% | -58.3% | -31.2% |
| 1Y | -10.6% | +56.1% | -66.7% | -26.4% |
| All | -21.8% | +68.8% | -90.6% | -53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling