-8.1%
PATH vs MKC
-22.0%
+13.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | -0.6% |
| 7D | -5.3% | +2.3% | -7.7% | -4.9% |
| 30D | -0.5% | +8.1% | -8.6% | +0.9% |
| 3M | -7.1% | -6.4% | -0.7% | -8.0% |
| 6M | +23.8% | +1.8% | +22.0% | +25.7% |
| YTD | -20.7% | -26.9% | +6.2% | -33.8% |
| 1Y | -8.1% | -21.7% | +13.6% | -14.9% |
| All | -8.1% | -22.0% | +13.9% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling