-76.8%
PATH vs INTU
-41.2%
-35.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.3% |
| 7D | -5.6% | +7.1% | -12.7% | -11.0% |
| 30D | -0.7% | +23.0% | -23.7% | -17.1% |
| 3M | -5.9% | +8.7% | -14.6% | -12.7% |
| 6M | +21.6% | -10.1% | +31.7% | +27.6% |
| YTD | -20.6% | -45.7% | +25.1% | +29.3% |
| 1Y | -10.6% | -45.1% | +34.5% | +44.4% |
| 3Y | -24.9% | -26.9% | +2.0% | -11.5% |
| 5Y | -76.8% | -40.0% | -36.9% | -73.2% |
| All | -76.8% | -41.2% | -35.6% | -73.2% |
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