-10.6%
PATH vs INTU
-45.2%
+34.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.4% |
| 7D | -5.6% | +7.1% | -12.7% | -10.0% |
| 30D | -0.7% | +23.0% | -23.7% | -14.3% |
| 3M | -5.9% | +8.7% | -14.6% | -11.2% |
| 6M | +21.6% | -10.1% | +31.7% | +26.8% |
| YTD | -20.6% | -45.7% | +25.1% | +32.5% |
| 1Y | -10.6% | -45.1% | +34.5% | +46.7% |
| All | -10.6% | -45.2% | +34.6% | +46.7% |
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