-75.7%
PATH vs INTU
-38.8%
-36.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.4% | -13.3% | -13.8% |
| 7D | -16.3% | -7.1% | -9.2% | -10.7% |
| 30D | +9.9% | +1.5% | +8.5% | +8.7% |
| 3M | +30.2% | +10.7% | +19.5% | +19.1% |
| 6M | +37.2% | -23.8% | +61.1% | +66.2% |
| YTD | -7.3% | -49.3% | +42.0% | +59.9% |
| 1Y | +40.0% | -49.7% | +89.7% | +142.4% |
| 3Y | -4.4% | -38.0% | +33.6% | +32.4% |
| All | -75.7% | -38.8% | -36.9% | -71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling