+40.0%
PATH vs JCI
+37.7%
+2.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.9% | -18.5% | -16.1% |
| 7D | -16.3% | +3.8% | -20.1% | -15.5% |
| 30D | +9.9% | -5.7% | +15.6% | +8.9% |
| 3M | +30.2% | -1.4% | +31.6% | +30.5% |
| 6M | +37.2% | +4.1% | +33.1% | +39.8% |
| YTD | -7.3% | +21.7% | -29.1% | -8.5% |
| 1Y | +40.0% | +36.1% | +3.9% | +25.6% |
| All | +40.0% | +37.7% | +2.3% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling