-10.6%
PATH vs FIG
-60.0%
+49.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -16.7% | +13.0% | +3.5% |
| 7D | -5.6% | -17.4% | +11.8% | +1.7% |
| 30D | -0.7% | -15.9% | +15.2% | +6.0% |
| 3M | -5.9% | -34.5% | +28.6% | +10.7% |
| 6M | +21.6% | -5.0% | +26.6% | +20.6% |
| YTD | -20.6% | -50.7% | +30.0% | +5.8% |
| 1Y | -10.6% | -58.1% | +47.5% | +34.9% |
| All | -10.6% | -60.0% | +49.4% | +34.9% |
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