-81.2%
PATH vs IAU
+124.8%
-205.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | -5.3% | +4.7% | -10.1% | -6.3% |
| 30D | -0.5% | -0.9% | +0.3% | -0.4% |
| 3M | -7.1% | -4.4% | -2.8% | -6.2% |
| 6M | +23.8% | -13.5% | +37.3% | +27.4% |
| YTD | -20.7% | -5.9% | -14.8% | -20.8% |
| 1Y | -8.1% | +1.9% | -9.9% | -10.4% |
| 3Y | -21.8% | +104.1% | -125.9% | -44.4% |
| 5Y | -76.8% | +121.0% | -197.9% | -85.2% |
| All | -81.2% | +124.8% | -205.9% | -86.4% |
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