-81.2%
PATH vs MCHP
-12.4%
-68.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -10.0% | +9.9% | +4.5% |
| 7D | -5.3% | -24.6% | +19.2% | +6.9% |
| 30D | -0.5% | -25.2% | +24.7% | +12.3% |
| 3M | -7.1% | -21.1% | +13.9% | +1.0% |
| 6M | +23.8% | -42.7% | +66.5% | +52.7% |
| YTD | -20.7% | -6.9% | -13.8% | -28.4% |
| 1Y | -8.1% | +0.9% | -9.0% | -21.2% |
| 3Y | -21.8% | -16.2% | -5.6% | -33.1% |
| 5Y | -76.8% | -24.1% | -52.7% | -79.4% |
| All | -81.2% | -12.4% | -68.8% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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