-81.1%
PATH vs LNT
+53.6%
-134.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | -5.6% | +4.7% | -10.3% | -5.6% |
| 30D | -0.7% | +13.0% | -13.7% | -0.9% |
| 3M | -5.9% | +5.4% | -11.3% | -5.9% |
| 6M | +21.6% | +2.0% | +19.5% | +21.6% |
| YTD | -20.6% | +16.5% | -37.1% | -22.0% |
| 1Y | -10.6% | +13.3% | -23.9% | -11.8% |
| 3Y | -24.9% | +58.7% | -83.6% | -30.3% |
| 5Y | -76.8% | +53.3% | -130.1% | -78.4% |
| All | -81.1% | +53.6% | -134.8% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling