-10.6%
PATH vs LII
-27.8%
+17.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.8% | -0.9% | -3.8% |
| 7D | -5.6% | +0.2% | -5.8% | -5.6% |
| 30D | -0.7% | -4.6% | +3.9% | -0.9% |
| 3M | -5.9% | -21.7% | +15.8% | -7.2% |
| 6M | +21.6% | -32.8% | +54.4% | +18.3% |
| YTD | -20.6% | -27.5% | +6.9% | -26.3% |
| 1Y | -10.6% | -28.0% | +17.4% | -16.5% |
| All | -10.6% | -27.8% | +17.2% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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