+40.0%
PATH vs NDAQ
+4.3%
+35.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.9% | -14.8% | -15.0% |
| 7D | -16.3% | -2.4% | -13.9% | -14.3% |
| 30D | +9.9% | +2.5% | +7.5% | +8.2% |
| 3M | +30.2% | +9.9% | +20.2% | +19.9% |
| 6M | +37.2% | +9.4% | +27.8% | +26.6% |
| YTD | -7.3% | +0.4% | -7.7% | -6.9% |
| 1Y | +40.0% | +4.0% | +36.0% | +28.9% |
| All | +40.0% | +4.3% | +35.7% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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