-29.2%
PATH vs GILD
+111.4%
-140.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -3.1% |
| 7D | -24.6% | -2.6% | -21.9% | -24.3% |
| 30D | -13.0% | +9.5% | -22.4% | -13.8% |
| 3M | +26.2% | +16.8% | +9.4% | +24.3% |
| 6M | +13.4% | +0.6% | +12.8% | +13.0% |
| YTD | -17.2% | +20.1% | -37.3% | -20.0% |
| 1Y | +14.0% | +29.1% | -15.1% | +8.7% |
| All | -29.2% | +111.4% | -140.6% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling