-81.2%
PATH vs JOBY
-40.6%
-40.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.9% | -12.0% | -3.4% |
| 7D | -5.3% | +21.0% | -26.3% | -10.5% |
| 30D | -0.5% | +3.1% | -3.7% | -2.0% |
| 3M | -7.1% | -27.9% | +20.8% | +1.2% |
| 6M | +23.8% | -43.6% | +67.4% | +41.8% |
| YTD | -20.7% | -55.1% | +34.4% | -5.0% |
| 1Y | -8.1% | -58.6% | +50.5% | +12.6% |
| 3Y | -21.8% | -0.5% | -21.3% | -37.7% |
| 5Y | -76.8% | -40.5% | -36.4% | -83.3% |
| All | -81.2% | -40.6% | -40.6% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 10y: compounded portfolio wealth divided by compounded JOBY 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…
10y analysis · Full analysis span regression · 6 months rolling