-81.1%
PATH vs MRK
+131.4%
-212.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.8% |
| 7D | -5.6% | +0.4% | -6.0% | -5.6% |
| 30D | -0.7% | +3.5% | -4.2% | -0.5% |
| 3M | -5.9% | +15.2% | -21.0% | -5.1% |
| 6M | +21.6% | +31.6% | -10.0% | +23.5% |
| YTD | -20.6% | +42.5% | -63.1% | -19.6% |
| 1Y | -10.6% | +79.2% | -89.8% | -10.0% |
| 3Y | -24.9% | +55.8% | -80.6% | -24.0% |
| 5Y | -76.8% | +109.8% | -186.6% | -75.9% |
| All | -81.1% | +131.4% | -212.5% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 all: compounded portfolio wealth divided by compounded MRK 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…
all analysis · Full analysis span regression · 6 months rolling