-76.8%
PATH vs MPWR
+117.3%
-194.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -10.3% | +6.6% | +0.4% |
| 7D | -5.6% | -5.6% | 0.0% | -3.9% |
| 30D | -0.7% | -23.2% | +22.5% | +9.3% |
| 3M | -5.9% | -15.8% | +9.9% | -1.5% |
| 6M | +21.6% | -28.5% | +50.1% | +30.7% |
| YTD | -20.6% | +25.5% | -46.1% | -38.2% |
| 1Y | -10.6% | +13.9% | -24.5% | -27.0% |
| 3Y | -24.9% | +134.6% | -159.4% | -66.4% |
| 5Y | -76.8% | +114.8% | -191.7% | -90.7% |
| All | -76.8% | +117.3% | -194.2% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling