+24.7%
PATH vs INTU
-10.1%
+34.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.6% | +0.9% |
| 7D | -4.8% | +8.7% | -13.5% | -9.5% |
| 30D | +2.7% | +25.9% | -23.2% | -11.3% |
| 3M | -4.2% | +10.7% | -14.9% | -9.7% |
| 6M | +24.7% | -11.6% | +36.3% | +27.1% |
| All | +24.7% | -10.1% | +34.8% | +27.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling