-80.8%
PATH vs MCK
+481.0%
-561.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.4% |
| 7D | +2.1% | +4.0% | -1.9% | +2.2% |
| 30D | +1.6% | +12.9% | -11.3% | +2.1% |
| 3M | -20.4% | +28.9% | -49.3% | -19.4% |
| 6M | +40.1% | +49.9% | -9.8% | +43.8% |
| YTD | -19.0% | +34.8% | -53.9% | -17.6% |
| 1Y | -5.8% | +30.8% | -36.7% | -4.3% |
| 3Y | -22.9% | +137.4% | -160.4% | -17.2% |
| 5Y | -75.3% | +403.3% | -478.6% | -72.5% |
| All | -80.8% | +481.0% | -561.8% | -78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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