-23.7%
PATH vs MRNA
+257.4%
-281.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.3% | +2.5% |
| 7D | -2.7% | -3.8% | +1.0% | -2.6% |
| 30D | -1.4% | +16.4% | -17.7% | -2.3% |
| 3M | -16.4% | +310.6% | -327.0% | -26.7% |
| 6M | +23.3% | +370.3% | -347.0% | +4.7% |
| YTD | -19.8% | +743.3% | -763.1% | -40.5% |
| 1Y | -8.6% | +841.7% | -850.2% | -33.9% |
| All | -23.7% | +257.4% | -281.1% | -50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling