-80.4%
PATH vs IAU
+124.7%
-205.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +2.1% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | +2.7% | -1.9% | +4.5% | +3.0% |
| 3M | -4.2% | -0.4% | -3.8% | -4.0% |
| 6M | +24.7% | -10.1% | +34.9% | +27.3% |
| YTD | -17.6% | -5.9% | -11.7% | -17.7% |
| 1Y | -5.3% | +2.9% | -8.2% | -8.0% |
| 3Y | -22.0% | +102.4% | -124.4% | -44.3% |
| 5Y | -76.5% | +124.0% | -200.5% | -85.1% |
| All | -80.4% | +124.7% | -205.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling