-75.2%
PATH vs MKTX
-54.6%
-20.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.1% | +0.2% | +1.8% | +2.0% |
| 30D | +1.6% | +0.9% | +0.7% | +1.2% |
| 3M | -20.4% | +2.6% | -23.0% | -21.2% |
| 6M | +40.1% | +20.4% | +19.7% | +27.7% |
| YTD | -19.0% | -7.1% | -12.0% | -17.3% |
| 1Y | -5.8% | -2.8% | -3.1% | -5.8% |
| 3Y | -22.9% | -21.7% | -1.2% | -22.2% |
| All | -75.2% | -54.6% | -20.7% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling