-79.7%
PATH vs MGY
+197.2%
-276.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.3% | -10.1% | -8.4% |
| 7D | -22.8% | -0.9% | -21.9% | -22.6% |
| 30D | -6.9% | +10.1% | -17.0% | -9.5% |
| 3M | +25.4% | -1.5% | +26.9% | +25.0% |
| 6M | +18.1% | -4.9% | +23.1% | +18.6% |
| YTD | -14.5% | +27.7% | -42.2% | -21.8% |
| 1Y | +18.7% | +20.1% | -1.3% | +10.5% |
| 3Y | -24.2% | +24.9% | -49.1% | -31.8% |
| 5Y | -75.2% | +91.6% | -166.8% | -79.4% |
| All | -79.7% | +197.2% | -276.9% | -83.2% |
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