-80.4%
PATH vs MPWR
+261.5%
-342.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.1% | +8.0% | +4.9% |
| 7D | -4.8% | +4.1% | -8.9% | -6.7% |
| 30D | +2.7% | -14.8% | +17.4% | +8.6% |
| 3M | -4.2% | -5.4% | +1.2% | -4.2% |
| 6M | +24.7% | -19.6% | +44.4% | +28.0% |
| YTD | -17.6% | +39.8% | -57.4% | -38.5% |
| 1Y | -5.3% | +32.5% | -37.9% | -27.5% |
| 3Y | -22.0% | +161.4% | -183.4% | -66.2% |
| 5Y | -76.5% | +144.5% | -221.0% | -90.6% |
| All | -80.4% | +261.5% | -342.0% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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