-80.8%
PATH vs JCI
+151.5%
-232.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +2.4% |
| 7D | +2.1% | +3.2% | -1.1% | +0.4% |
| 30D | +1.6% | -8.6% | +10.2% | +5.1% |
| 3M | -20.4% | -7.7% | -12.7% | -18.8% |
| 6M | +40.1% | -2.6% | +42.7% | +36.2% |
| YTD | -19.0% | +17.4% | -36.4% | -32.7% |
| 1Y | -5.8% | +16.9% | -22.7% | -21.7% |
| 3Y | -22.9% | +186.7% | -209.7% | -68.6% |
| 5Y | -75.3% | +95.4% | -170.7% | -88.4% |
| All | -80.8% | +151.5% | -232.2% | -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