-75.2%
PATH vs LNT
+55.9%
-131.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | +2.1% | +1.0% | +1.0% | +2.0% |
| 30D | +1.6% | +9.6% | -8.0% | +1.0% |
| 3M | -20.4% | +5.4% | -25.8% | -20.7% |
| 6M | +40.1% | +3.1% | +37.0% | +39.7% |
| YTD | -19.0% | +16.5% | -35.5% | -21.3% |
| 1Y | -5.8% | +12.3% | -18.1% | -7.8% |
| 3Y | -22.9% | +70.3% | -93.2% | -32.3% |
| All | -75.2% | +55.9% | -131.1% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling