-10.6%
PATH vs FITB
+31.2%
-41.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.4% |
| 7D | -5.6% | -1.8% | -3.8% | -5.4% |
| 30D | -0.7% | +4.8% | -5.5% | -1.2% |
| 3M | -5.9% | -6.4% | +0.6% | -5.7% |
| 6M | +21.6% | +7.9% | +13.7% | +21.3% |
| YTD | -20.6% | +17.0% | -37.6% | -25.1% |
| 1Y | -10.6% | +29.9% | -40.5% | -25.8% |
| All | -10.6% | +31.2% | -41.8% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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