-18.8%
PATH vs INTU
-26.6%
+7.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.6% | +0.5% |
| 7D | -4.8% | +8.7% | -13.5% | -10.4% |
| 30D | +2.7% | +25.9% | -23.2% | -13.3% |
| 3M | -4.2% | +10.7% | -14.9% | -11.1% |
| 6M | +24.7% | -11.6% | +36.3% | +32.1% |
| YTD | -17.6% | -45.4% | +27.8% | +25.0% |
| 1Y | -5.3% | -45.2% | +39.9% | +43.4% |
| All | -18.8% | -26.6% | +7.9% | -14.1% |
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