-25.8%
PATH vs IVZ
+150.9%
-176.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -2.3% | +2.2% | -4.4% | -3.6% |
| 30D | -4.8% | -2.2% | -2.7% | -4.1% |
| 3M | -17.7% | -8.4% | -9.3% | -14.3% |
| 6M | +18.9% | +6.2% | +12.7% | +13.0% |
| YTD | -21.7% | +12.4% | -34.1% | -29.1% |
| 1Y | -9.6% | +26.0% | -35.7% | -23.7% |
| 3Y | -25.8% | +147.9% | -173.7% | -72.0% |
| All | -25.8% | +150.9% | -176.8% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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