-81.2%
PATH vs MGY
+145.7%
-226.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.1% | +1.0% |
| 7D | -2.7% | -9.5% | +6.8% | -0.2% |
| 30D | -3.7% | -5.9% | +2.2% | -2.4% |
| 3M | -13.8% | -9.0% | -4.8% | -12.1% |
| 6M | +20.3% | -17.4% | +37.7% | +25.1% |
| YTD | -20.8% | +5.6% | -26.4% | -24.0% |
| 1Y | -9.2% | +6.0% | -15.2% | -13.0% |
| 3Y | -21.8% | +15.6% | -37.4% | -28.2% |
| 5Y | -77.4% | +20.2% | -97.7% | -79.8% |
| All | -81.2% | +145.7% | -226.9% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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