-75.7%
PATH vs MPWR
+153.3%
-228.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.5% | -17.0% |
| 7D | -16.3% | -2.6% | -13.7% | -15.4% |
| 30D | +9.9% | -9.0% | +19.0% | +13.8% |
| 3M | +30.2% | -25.8% | +56.0% | +43.1% |
| 6M | +37.2% | +11.8% | +25.5% | +19.1% |
| YTD | -7.3% | +35.5% | -42.8% | -28.6% |
| 1Y | +40.0% | +45.3% | -5.3% | +3.9% |
| 3Y | -4.4% | +138.5% | -142.9% | -56.1% |
| All | -75.7% | +153.3% | -228.9% | -90.9% |
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