-10.6%
PATH vs JCI
+9.7%
-20.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.5% | +2.8% | -6.2% |
| 7D | -5.6% | -16.9% | +11.4% | -12.5% |
| 30D | -0.7% | -17.2% | +16.5% | -8.2% |
| 3M | -5.9% | -14.2% | +8.3% | -10.2% |
| 6M | +21.6% | -8.7% | +30.3% | +20.7% |
| YTD | -20.6% | +10.7% | -31.4% | -12.3% |
| 1Y | -10.6% | +9.7% | -20.3% | +3.3% |
| All | -10.6% | +9.7% | -20.2% | +3.3% |
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