-75.7%
PATH vs MNST
+80.0%
-155.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.0% | -16.3% |
| 7D | -16.3% | -6.5% | -9.8% | -13.3% |
| 30D | +9.9% | -7.2% | +17.1% | +13.8% |
| 3M | +30.2% | -1.0% | +31.2% | +29.7% |
| 6M | +37.2% | +11.5% | +25.7% | +26.4% |
| YTD | -7.3% | +14.3% | -21.6% | -16.8% |
| 1Y | +40.0% | +38.1% | +1.9% | +8.6% |
| 3Y | -4.4% | +55.0% | -59.4% | -34.1% |
| All | -75.7% | +80.0% | -155.7% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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