-74.9%
PATH vs GILD
+144.9%
-219.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.4% |
| 7D | -23.9% | -4.2% | -19.6% | -22.9% |
| 30D | -11.8% | +6.7% | -18.4% | -13.2% |
| 3M | +29.0% | +20.0% | +9.0% | +23.0% |
| 6M | +19.7% | -1.3% | +21.0% | +19.8% |
| YTD | -15.4% | +19.4% | -34.8% | -20.7% |
| 1Y | +19.5% | +28.9% | -9.5% | +8.6% |
| 3Y | -24.9% | +110.3% | -135.2% | -46.5% |
| 5Y | -74.9% | +144.8% | -219.8% | -85.6% |
| All | -74.9% | +144.9% | -219.8% | -85.6% |
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