-81.0%
PATH vs IAU
+114.2%
-195.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.3% |
| 7D | +0.7% | -5.5% | +6.2% | +1.9% |
| 30D | -1.1% | -7.0% | +5.8% | +0.3% |
| 3M | -14.2% | -12.3% | -1.9% | -11.8% |
| 6M | +30.9% | -17.9% | +48.8% | +36.1% |
| YTD | -20.1% | -10.3% | -9.7% | -19.4% |
| 1Y | -8.1% | -7.9% | -0.2% | -8.2% |
| 3Y | -24.3% | +98.7% | -122.9% | -46.0% |
| 5Y | -75.6% | +105.0% | -180.6% | -84.0% |
| All | -81.0% | +114.2% | -195.2% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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