-78.0%
PATH vs FDX
+58.7%
-136.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.1% | -16.3% |
| 7D | -16.3% | -2.5% | -13.8% | -15.2% |
| 30D | +9.9% | +3.8% | +6.1% | +7.9% |
| 3M | +30.2% | -1.3% | +31.5% | +30.0% |
| 6M | +37.2% | +5.0% | +32.2% | +30.7% |
| YTD | -7.3% | +39.6% | -47.0% | -25.6% |
| 1Y | +40.0% | +81.1% | -41.1% | -3.9% |
| 3Y | -4.4% | +63.0% | -67.4% | -34.6% |
| 5Y | -76.0% | +65.6% | -141.6% | -85.6% |
| All | -78.0% | +58.7% | -136.7% | -85.9% |
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