-8.1%
PATH vs FND
-16.0%
+7.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | 0.0% |
| 7D | -5.3% | +7.7% | -13.0% | -6.1% |
| 30D | -0.5% | +11.9% | -12.4% | -1.8% |
| 3M | -7.1% | -14.6% | +7.4% | -6.1% |
| 6M | +23.8% | +0.5% | +23.4% | +23.5% |
| YTD | -20.7% | -15.8% | -4.9% | -17.6% |
| 1Y | -8.1% | -12.9% | +4.9% | -3.9% |
| All | -8.1% | -16.0% | +7.9% | -3.9% |
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