-8.6%
PATH vs FND
-10.2%
+1.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.2% | -0.6% |
| 7D | -2.7% | +8.5% | -11.2% | -3.6% |
| 30D | -3.7% | +17.2% | -20.9% | -5.5% |
| 3M | -13.8% | -14.9% | +1.2% | -12.8% |
| 6M | +20.3% | +3.1% | +17.2% | +19.5% |
| YTD | -20.8% | -12.4% | -8.4% | -18.1% |
| All | -8.6% | -10.2% | +1.7% | -4.8% |
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