-81.2%
PATH vs MDY
+44.4%
-125.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -1.0% |
| 7D | -5.3% | -1.7% | -3.7% | -3.0% |
| 30D | -0.5% | -0.9% | +0.4% | +0.7% |
| 3M | -7.1% | -5.7% | -1.4% | +1.4% |
| 6M | +23.8% | -2.9% | +26.7% | +28.3% |
| YTD | -20.7% | +9.8% | -30.5% | -33.6% |
| 1Y | -8.1% | +13.5% | -21.6% | -27.0% |
| 3Y | -21.8% | +51.9% | -73.8% | -62.1% |
| 5Y | -76.8% | +32.0% | -108.9% | -85.7% |
| All | -81.2% | +44.4% | -125.5% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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