-5.8%
PATH vs INDA
-5.5%
-0.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +2.1% | +1.1% | +1.0% | +1.6% |
| 30D | +1.6% | +9.4% | -7.8% | -2.2% |
| 3M | -20.4% | +2.9% | -23.4% | -21.2% |
| 6M | +40.1% | +7.2% | +32.9% | +37.2% |
| YTD | -19.0% | -4.8% | -14.2% | -18.2% |
| 1Y | -5.8% | -5.1% | -0.7% | -4.7% |
| All | -5.8% | -5.5% | -0.4% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling