-80.8%
PATH vs MCHP
-7.4%
-73.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.6% |
| 7D | +2.1% | +5.7% | -3.6% | -0.6% |
| 30D | +1.6% | -13.4% | +15.0% | +7.2% |
| 3M | -20.4% | -20.1% | -0.3% | -13.6% |
| 6M | +40.1% | -35.5% | +75.6% | +62.8% |
| YTD | -19.0% | -1.6% | -17.5% | -28.8% |
| 1Y | -5.8% | +15.5% | -21.3% | -24.9% |
| 3Y | -22.9% | -13.2% | -9.8% | -34.6% |
| 5Y | -75.3% | -17.5% | -57.8% | -79.0% |
| All | -80.8% | -7.4% | -73.4% | -84.5% |
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