-21.8%
PATH vs MDY
+50.6%
-72.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.9% |
| 7D | -5.3% | -1.7% | -3.7% | -3.4% |
| 30D | -0.5% | -0.9% | +0.4% | +0.6% |
| 3M | -7.1% | -5.7% | -1.4% | 0.0% |
| 6M | +23.8% | -2.9% | +26.7% | +27.7% |
| YTD | -20.7% | +9.8% | -30.5% | -31.9% |
| 1Y | -8.1% | +13.5% | -21.6% | -24.7% |
| 3Y | -21.8% | +51.9% | -73.7% | -67.3% |
| All | -21.8% | +50.6% | -72.4% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling