-76.8%
PATH vs IAU
+124.6%
-201.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -3.9% |
| 7D | -5.6% | +1.9% | -7.5% | -6.0% |
| 30D | -0.7% | -1.7% | +1.1% | -0.4% |
| 3M | -5.9% | -3.6% | -2.3% | -5.1% |
| 6M | +21.6% | -10.1% | +31.7% | +23.9% |
| YTD | -20.6% | -5.1% | -15.5% | -20.9% |
| 1Y | -10.6% | +2.6% | -13.2% | -12.8% |
| 3Y | -24.9% | +104.1% | -129.0% | -45.9% |
| 5Y | -76.8% | +122.8% | -199.6% | -85.9% |
| All | -76.8% | +124.6% | -201.4% | -85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling