+40.0%
PATH vs FND
-36.4%
+76.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.7% | -18.4% | -16.7% |
| 7D | -16.3% | -5.2% | -11.1% | -16.0% |
| 30D | +9.9% | -19.9% | +29.8% | +11.7% |
| 3M | +30.2% | +2.7% | +27.4% | +30.6% |
| 6M | +37.2% | -21.7% | +58.9% | +39.7% |
| YTD | -7.3% | -17.5% | +10.2% | -5.0% |
| 1Y | +40.0% | -39.3% | +79.3% | +48.8% |
| All | +40.0% | -36.4% | +76.4% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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