-8.1%
PATH vs JCI
+12.9%
-21.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | +1.0% |
| 7D | -5.3% | -9.4% | +4.1% | -9.0% |
| 30D | -0.5% | -13.4% | +12.9% | -6.2% |
| 3M | -7.1% | -12.4% | +5.2% | -10.7% |
| 6M | +23.8% | -5.1% | +28.9% | +24.9% |
| YTD | -20.7% | +13.7% | -34.4% | -11.6% |
| 1Y | -8.1% | +11.4% | -19.5% | +10.2% |
| All | -8.1% | +12.9% | -21.0% | +10.2% |
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