-75.2%
PATH vs GILD
+197.7%
-272.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +2.1% | +0.7% | +1.4% | +1.9% |
| 30D | +1.6% | +9.5% | -7.9% | -0.9% |
| 3M | -20.4% | +22.4% | -42.8% | -24.7% |
| 6M | +40.1% | +27.9% | +12.3% | +31.0% |
| YTD | -19.0% | +39.4% | -58.4% | -27.2% |
| 1Y | -5.8% | +37.6% | -43.4% | -15.1% |
| 3Y | -22.9% | +146.6% | -169.5% | -47.4% |
| All | -75.2% | +197.7% | -272.9% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling