-81.2%
PATH vs MKSI
+24.5%
-105.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.0% | -10.2% | -3.9% |
| 7D | -2.7% | +7.7% | -10.4% | -6.0% |
| 30D | -3.7% | -20.0% | +16.3% | +3.6% |
| 3M | -13.8% | -30.6% | +16.8% | -3.7% |
| 6M | +20.3% | -32.3% | +52.6% | +27.1% |
| YTD | -20.8% | +32.8% | -53.6% | -43.8% |
| 1Y | -9.2% | +37.3% | -46.5% | -37.2% |
| 3Y | -21.8% | +219.2% | -241.0% | -74.3% |
| 5Y | -77.4% | +36.1% | -113.5% | -86.0% |
| All | -81.2% | +24.5% | -105.7% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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