+40.0%
PATH vs MKTX
-8.5%
+48.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.7% | -16.6% |
| 7D | -16.3% | +0.4% | -16.7% | -16.4% |
| 30D | +9.9% | +1.1% | +8.8% | +9.7% |
| 3M | +30.2% | +36.1% | -5.9% | +22.0% |
| 6M | +37.2% | -12.9% | +50.1% | +49.2% |
| YTD | -7.3% | -8.5% | +1.2% | -1.0% |
| 1Y | +40.0% | -7.5% | +47.5% | +45.8% |
| All | +40.0% | -8.5% | +48.5% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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