-6.1%
PATH vs INTU
-37.9%
+31.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.4% | -13.3% | -14.2% |
| 7D | -16.3% | -7.1% | -9.2% | -11.5% |
| 30D | +9.9% | +1.5% | +8.5% | +8.9% |
| 3M | +30.2% | +10.7% | +19.5% | +20.8% |
| 6M | +37.2% | -23.8% | +61.1% | +62.8% |
| YTD | -7.3% | -49.3% | +42.0% | +51.3% |
| 1Y | +40.0% | -49.7% | +89.7% | +129.3% |
| All | -6.1% | -37.9% | +31.8% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling