+40.0%
PATH vs FLR
+31.2%
+8.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.3% | -14.3% | -16.3% |
| 7D | -16.3% | +5.4% | -21.7% | -16.8% |
| 30D | +9.9% | +11.4% | -1.5% | +8.2% |
| 3M | +30.2% | +11.4% | +18.8% | +27.6% |
| 6M | +37.2% | +16.6% | +20.6% | +31.4% |
| YTD | -7.3% | +41.7% | -49.0% | -19.5% |
| 1Y | +40.0% | +35.4% | +4.6% | +36.5% |
| All | +40.0% | +31.2% | +8.8% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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