-81.1%
PATH vs JCI
+137.3%
-218.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.5% | +2.8% | -0.6% |
| 7D | -5.6% | -16.9% | +11.4% | +2.9% |
| 30D | -0.7% | -17.2% | +16.5% | +8.0% |
| 3M | -5.9% | -14.2% | +8.3% | -0.4% |
| 6M | +21.6% | -8.7% | +30.3% | +22.0% |
| YTD | -20.6% | +10.7% | -31.4% | -32.0% |
| 1Y | -10.6% | +9.7% | -20.3% | -23.1% |
| 3Y | -24.9% | +166.9% | -191.8% | -68.1% |
| 5Y | -76.8% | +93.1% | -170.0% | -88.7% |
| All | -81.1% | +137.3% | -218.4% | -89.4% |
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