-8.1%
PATH vs INDA
-5.5%
-2.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.8% |
| 7D | -5.3% | +6.6% | -12.0% | -7.9% |
| 30D | -0.5% | +10.4% | -10.9% | -4.7% |
| 3M | -7.1% | +1.5% | -8.7% | -7.5% |
| 6M | +23.8% | +1.7% | +22.1% | +22.3% |
| YTD | -20.7% | -5.8% | -14.8% | -19.2% |
| 1Y | -8.1% | -5.1% | -3.0% | -7.2% |
| All | -8.1% | -5.5% | -2.5% | -7.2% |
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