-76.5%
PATH vs INTU
-40.3%
-36.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.6% | 0.0% |
| 7D | -4.8% | +8.7% | -13.5% | -11.4% |
| 30D | +2.7% | +25.9% | -23.2% | -16.0% |
| 3M | -4.2% | +10.7% | -14.9% | -12.5% |
| 6M | +24.7% | -11.6% | +36.3% | +32.9% |
| YTD | -17.6% | -45.4% | +27.8% | +33.7% |
| 1Y | -5.3% | -45.2% | +39.9% | +53.3% |
| 3Y | -22.0% | -26.5% | +4.5% | -8.5% |
| 5Y | -76.5% | -40.7% | -35.8% | -72.9% |
| All | -76.5% | -40.3% | -36.2% | -72.9% |
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