-78.0%
PATH vs JCI
+160.9%
-238.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.9% | -18.5% | -17.6% |
| 7D | -16.3% | +3.8% | -20.1% | -18.2% |
| 30D | +9.9% | -5.7% | +15.6% | +12.8% |
| 3M | +30.2% | -1.4% | +31.6% | +29.2% |
| 6M | +37.2% | +4.1% | +33.1% | +28.9% |
| YTD | -7.3% | +21.7% | -29.1% | -23.0% |
| 1Y | +40.0% | +36.1% | +3.9% | +7.0% |
| 3Y | -4.4% | +154.4% | -158.8% | -56.0% |
| 5Y | -76.0% | +112.0% | -188.1% | -88.8% |
| All | -78.0% | +160.9% | -238.8% | -87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling