-81.1%
PATH vs FDX
+56.5%
-137.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.8% | +0.1% | -1.7% |
| 7D | -5.6% | +2.9% | -8.5% | -7.0% |
| 30D | -0.7% | +9.6% | -10.3% | -5.4% |
| 3M | -5.9% | +2.4% | -8.2% | -6.9% |
| 6M | +21.6% | +9.2% | +12.4% | +15.1% |
| YTD | -20.6% | +37.7% | -58.3% | -35.8% |
| 1Y | -10.6% | +56.1% | -66.7% | -32.9% |
| 3Y | -24.9% | +68.9% | -93.8% | -50.0% |
| 5Y | -76.8% | +79.0% | -155.8% | -86.0% |
| All | -81.1% | +56.5% | -137.7% | -87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling