-81.2%
PATH vs FND
-52.8%
-28.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -5.3% | +7.7% | -13.0% | -9.1% |
| 30D | -0.5% | +11.9% | -12.4% | -6.8% |
| 3M | -7.1% | -14.6% | +7.4% | -1.0% |
| 6M | +23.8% | +0.5% | +23.4% | +18.5% |
| YTD | -20.7% | -15.8% | -4.9% | -19.3% |
| 1Y | -8.1% | -12.9% | +4.9% | -9.1% |
| 3Y | -21.8% | -34.2% | +12.3% | -21.5% |
| 5Y | -76.8% | -61.6% | -15.3% | -70.2% |
| All | -81.2% | -52.8% | -28.3% | -76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling