-81.2%
PATH vs JCI
+155.4%
-236.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.8% | -4.9% | -2.4% |
| 7D | -2.7% | -3.4% | +0.7% | -1.5% |
| 30D | -3.7% | -10.1% | +6.4% | +0.6% |
| 3M | -13.8% | -6.8% | -7.0% | -12.4% |
| 6M | +20.3% | +2.0% | +18.3% | +13.9% |
| YTD | -20.8% | +19.2% | -40.0% | -34.6% |
| 1Y | -9.2% | +16.7% | -26.0% | -24.1% |
| 3Y | -21.8% | +194.3% | -216.1% | -68.6% |
| 5Y | -77.4% | +103.0% | -180.5% | -89.4% |
| All | -81.2% | +155.4% | -236.5% | -89.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling