-75.7%
PATH vs MSCI
-6.7%
-69.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.3% | -16.3% | -16.4% |
| 7D | -16.3% | +0.4% | -16.7% | -16.5% |
| 30D | +9.9% | +0.6% | +9.4% | +9.4% |
| 3M | +30.2% | -7.1% | +37.2% | +36.6% |
| 6M | +37.2% | +0.8% | +36.4% | +35.7% |
| YTD | -7.3% | +1.0% | -8.3% | -9.6% |
| 1Y | +40.0% | +4.3% | +35.7% | +30.2% |
| 3Y | -4.4% | +9.9% | -14.4% | -20.1% |
| All | -75.7% | -6.7% | -69.0% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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