-81.2%
PATH vs MO
+144.5%
-225.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | -0.2% |
| 7D | -2.7% | -1.8% | -0.9% | -2.8% |
| 30D | -3.7% | +5.8% | -9.5% | -3.2% |
| 3M | -13.8% | +12.7% | -26.4% | -12.9% |
| 6M | +20.3% | +14.8% | +5.5% | +22.0% |
| YTD | -20.8% | +37.8% | -58.7% | -19.0% |
| 1Y | -9.2% | +39.5% | -48.7% | -7.1% |
| 3Y | -21.8% | +136.1% | -157.8% | -25.8% |
| 5Y | -77.4% | +148.5% | -225.9% | -77.4% |
| All | -81.2% | +144.5% | -225.7% | -80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 10y: compounded portfolio wealth divided by compounded MO 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…
10y analysis · Full analysis span regression · 6 months rolling