-75.7%
PATH vs IAU
+141.6%
-217.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.8% | -15.8% | -16.5% |
| 7D | -16.3% | -0.5% | -15.8% | -16.2% |
| 30D | +9.9% | +4.4% | +5.5% | +9.0% |
| 3M | +30.2% | -1.1% | +31.2% | +30.5% |
| 6M | +37.2% | -13.7% | +50.9% | +41.6% |
| YTD | -7.3% | +2.7% | -10.1% | -9.1% |
| 1Y | +40.0% | +24.6% | +15.4% | +28.6% |
| 3Y | -4.4% | +126.8% | -131.3% | -34.3% |
| All | -75.7% | +141.6% | -217.3% | -85.8% |
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