-80.4%
PATH vs JCI
+153.6%
-234.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.3% | +9.2% | +5.9% |
| 7D | -4.8% | -10.7% | +5.9% | +0.2% |
| 30D | +2.7% | -10.4% | +13.1% | +7.5% |
| 3M | -4.2% | -8.3% | +4.1% | -1.8% |
| 6M | +24.7% | -2.1% | +26.9% | +21.1% |
| YTD | -17.6% | +18.4% | -35.9% | -31.6% |
| 1Y | -5.3% | +27.7% | -33.0% | -26.2% |
| 3Y | -22.0% | +185.3% | -207.3% | -68.0% |
| 5Y | -76.5% | +108.8% | -185.3% | -88.9% |
| All | -80.4% | +153.6% | -234.0% | -89.3% |
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 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