-81.2%
PATH vs JCI
+143.7%
-224.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -1.4% |
| 7D | -5.3% | -9.4% | +4.1% | -1.0% |
| 30D | -0.5% | -13.4% | +12.9% | +5.8% |
| 3M | -7.1% | -12.4% | +5.2% | -2.8% |
| 6M | +23.8% | -5.1% | +28.9% | +21.7% |
| YTD | -20.7% | +13.7% | -34.4% | -33.0% |
| 1Y | -8.1% | +11.4% | -19.5% | -21.3% |
| 3Y | -21.8% | +175.9% | -197.7% | -67.5% |
| 5Y | -76.8% | +98.4% | -175.2% | -88.9% |
| All | -81.2% | +143.7% | -224.9% | -89.5% |
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