-5.3%
PATH vs GILD
+45.2%
-50.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.7% |
| 7D | -4.8% | +9.6% | -14.4% | -5.1% |
| 30D | +2.7% | +20.6% | -18.0% | +1.9% |
| 3M | -4.2% | +29.7% | -33.9% | -4.6% |
| 6M | +24.7% | +33.1% | -8.4% | +23.8% |
| YTD | -17.6% | +44.7% | -62.3% | -21.2% |
| 1Y | -5.3% | +45.4% | -50.7% | -10.1% |
| All | -5.3% | +45.2% | -50.5% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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