-75.6%
PATH vs MKSI
+40.0%
-115.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.4% |
| 7D | +0.7% | +25.3% | -24.6% | -7.8% |
| 30D | -1.1% | -10.5% | +9.4% | +1.9% |
| 3M | -14.2% | -27.7% | +13.6% | -5.5% |
| 6M | +30.9% | -28.8% | +59.7% | +35.4% |
| YTD | -20.1% | +39.0% | -59.1% | -44.3% |
| 1Y | -8.1% | +45.2% | -53.3% | -37.8% |
| 3Y | -24.3% | +218.8% | -243.1% | -75.1% |
| 5Y | -75.6% | +38.1% | -113.7% | -84.4% |
| All | -75.6% | +40.0% | -115.6% | -84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling