-75.7%
PATH vs FLEX
+657.3%
-732.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.5% | -18.1% | -17.1% |
| 7D | -16.3% | -0.9% | -15.4% | -16.2% |
| 30D | +9.9% | -10.1% | +20.1% | +13.3% |
| 3M | +30.2% | -31.3% | +61.5% | +43.4% |
| 6M | +37.2% | +71.3% | -34.1% | -7.8% |
| YTD | -7.3% | +81.2% | -88.6% | -41.1% |
| 1Y | +40.0% | +98.5% | -58.5% | -16.0% |
| 3Y | -4.4% | +428.2% | -432.6% | -72.8% |
| All | -75.7% | +657.3% | -732.9% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling