-8.1%
PATH vs FLEX
+6.1%
-14.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.6% | +0.2% |
| 7D | -5.3% | -19.3% | +14.0% | -6.4% |
| 30D | -0.5% | -41.5% | +41.0% | -3.6% |
| 3M | -7.1% | -43.1% | +36.0% | -9.9% |
| 6M | +23.8% | -48.2% | +72.0% | +19.2% |
| YTD | -20.7% | +15.5% | -36.2% | -29.5% |
| 1Y | -8.1% | +10.2% | -18.3% | -16.3% |
| All | -8.1% | +6.1% | -14.1% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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