-10.6%
PATH vs JD
-7.0%
-3.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.3% | -7.0% | -3.8% |
| 7D | -5.6% | +11.7% | -17.3% | -6.1% |
| 30D | -0.7% | +8.1% | -8.8% | -0.9% |
| 3M | -5.9% | -12.0% | +6.1% | -5.0% |
| 6M | +21.6% | -3.5% | +25.1% | +18.7% |
| YTD | -20.6% | +3.3% | -24.0% | -21.7% |
| 1Y | -10.6% | -7.4% | -3.2% | -5.3% |
| All | -10.6% | -7.0% | -3.6% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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