-81.0%
PATH vs INDA
+41.4%
-122.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.7% |
| 7D | -2.7% | +3.1% | -5.9% | -6.1% |
| 30D | -1.4% | +11.3% | -12.6% | -12.7% |
| 3M | -16.4% | +3.0% | -19.4% | -19.2% |
| 6M | +23.3% | +6.5% | +16.7% | +14.8% |
| YTD | -19.8% | -4.6% | -15.3% | -15.7% |
| 1Y | -8.6% | -5.8% | -2.8% | -2.6% |
| 3Y | -24.0% | +16.8% | -40.8% | -42.3% |
| 5Y | -77.1% | +10.4% | -87.5% | -81.7% |
| All | -81.0% | +41.4% | -122.3% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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