-21.8%
PATH vs MKSI
+186.3%
-208.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.7% | -8.8% | -1.6% |
| 7D | -5.3% | -4.8% | -0.5% | -4.6% |
| 30D | -0.5% | -29.6% | +29.1% | +5.6% |
| 3M | -7.1% | -33.9% | +26.8% | -0.9% |
| 6M | +23.8% | -34.4% | +58.3% | +26.8% |
| YTD | -20.7% | +20.6% | -41.3% | -35.6% |
| 1Y | -8.1% | +24.4% | -32.4% | -26.4% |
| 3Y | -21.8% | +189.2% | -211.1% | -68.4% |
| All | -21.8% | +186.3% | -208.1% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling