-5.3%
PATH vs FIG
-52.3%
+46.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.2% | -2.3% | +0.6% |
| 7D | -4.8% | -4.7% | -0.1% | -2.9% |
| 30D | +2.7% | +0.5% | +2.1% | +2.1% |
| 3M | -4.2% | -18.4% | +14.2% | +3.0% |
| 6M | +24.7% | +10.9% | +13.9% | +16.5% |
| YTD | -17.6% | -40.8% | +23.2% | +1.4% |
| 1Y | -5.3% | -51.7% | +46.4% | +24.3% |
| All | -5.3% | -52.3% | +46.9% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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