-8.6%
PATH vs MRNA
+986.9%
-995.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.8% | -6.0% | -0.3% |
| 7D | -2.7% | +21.8% | -24.5% | -3.1% |
| 30D | -3.7% | +19.6% | -23.3% | -4.2% |
| 3M | -13.8% | +354.6% | -368.4% | -18.4% |
| 6M | +20.3% | +394.9% | -374.6% | +13.0% |
| YTD | -20.8% | +812.2% | -833.0% | -34.3% |
| All | -8.6% | +986.9% | -995.5% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 1y: compounded portfolio wealth divided by compounded MRNA 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…
1y analysis · Full analysis span regression · 6 months rolling