-81.1%
PATH vs FIVN
-80.0%
-1.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.1% | +2.4% | -0.3% |
| 7D | -5.6% | -8.7% | +3.2% | -0.6% |
| 30D | -0.7% | +2.6% | -3.2% | -2.5% |
| 3M | -5.9% | +15.3% | -21.2% | -15.0% |
| 6M | +21.6% | +40.7% | -19.1% | -2.7% |
| YTD | -20.6% | +70.3% | -90.9% | -45.2% |
| 1Y | -10.6% | +50.0% | -60.6% | -34.0% |
| 3Y | -24.9% | -46.1% | +21.2% | -4.7% |
| 5Y | -76.8% | -76.9% | +0.1% | -55.3% |
| All | -81.1% | -80.0% | -1.1% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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