+40.0%
PATH vs INTU
-49.4%
+89.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.4% | -13.3% | -14.4% |
| 7D | -16.3% | -7.1% | -9.2% | -11.9% |
| 30D | +9.9% | +1.5% | +8.5% | +9.1% |
| 3M | +30.2% | +10.7% | +19.5% | +21.8% |
| 6M | +37.2% | -23.8% | +61.1% | +60.3% |
| YTD | -7.3% | -49.3% | +42.0% | +51.2% |
| 1Y | +40.0% | -49.7% | +89.7% | +130.7% |
| All | +40.0% | -49.4% | +89.4% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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