+10.7%
PATH vs FIG
-78.3%
+89.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -16.7% | +13.0% | +1.8% |
| 7D | -5.6% | -17.4% | +11.8% | 0.0% |
| 30D | -0.7% | -15.9% | +15.2% | +4.5% |
| 3M | -5.9% | -34.5% | +28.6% | +6.7% |
| 6M | +21.6% | -5.0% | +26.6% | +22.5% |
| YTD | -20.6% | -50.7% | +30.0% | -8.8% |
| 1Y | -10.6% | -58.1% | +47.5% | +5.3% |
| All | +10.7% | -78.3% | +89.0% | +34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling