-6.1%
PATH vs FLR
+58.4%
-64.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.3% | -14.3% | -16.0% |
| 7D | -16.3% | +5.4% | -21.7% | -17.4% |
| 30D | +9.9% | +11.4% | -1.5% | +6.3% |
| 3M | +30.2% | +11.4% | +18.8% | +24.6% |
| 6M | +37.2% | +16.6% | +20.6% | +27.0% |
| YTD | -7.3% | +41.7% | -49.0% | -20.8% |
| 1Y | +40.0% | +35.4% | +4.6% | +21.7% |
| All | -6.1% | +58.4% | -64.5% | -34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling