-81.2%
PATH vs MDY
+49.0%
-130.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.3% | -4.9% |
| 7D | -2.7% | +0.7% | -3.4% | -3.9% |
| 30D | -3.7% | +1.3% | -5.0% | -5.9% |
| 3M | -13.8% | -4.1% | -9.7% | -8.5% |
| 6M | +20.3% | +1.0% | +19.3% | +17.3% |
| YTD | -20.8% | +13.3% | -34.1% | -36.9% |
| 1Y | -9.2% | +15.7% | -25.0% | -30.1% |
| 3Y | -21.8% | +59.6% | -81.3% | -65.0% |
| 5Y | -77.4% | +36.3% | -113.7% | -86.8% |
| All | -81.2% | +49.0% | -130.1% | -89.5% |
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