-81.2%
PATH vs FOXA
+89.9%
-171.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.8% |
| 7D | -5.3% | +5.4% | -10.7% | -8.2% |
| 30D | -0.5% | +6.3% | -6.8% | -4.2% |
| 3M | -7.1% | +8.3% | -15.5% | -11.7% |
| 6M | +23.8% | +7.6% | +16.2% | +15.7% |
| YTD | -20.7% | -7.9% | -12.7% | -19.0% |
| 1Y | -8.1% | +2.4% | -10.4% | -11.9% |
| 3Y | -21.8% | +120.3% | -142.2% | -55.8% |
| 5Y | -76.8% | +71.0% | -147.8% | -85.4% |
| All | -81.2% | +89.9% | -171.1% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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