-80.8%
PATH vs NDAQ
+118.6%
-199.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.5% |
| 7D | +2.1% | +1.3% | +0.8% | +0.8% |
| 30D | +1.6% | +18.0% | -16.3% | -13.3% |
| 3M | -20.4% | +11.5% | -32.0% | -28.3% |
| 6M | +40.1% | +21.1% | +19.0% | +16.2% |
| YTD | -19.0% | +12.8% | -31.8% | -28.7% |
| 1Y | -5.8% | +25.7% | -31.5% | -25.4% |
| 3Y | -22.9% | +116.8% | -139.7% | -65.6% |
| 5Y | -75.3% | +67.3% | -142.5% | -88.2% |
| All | -80.8% | +118.6% | -199.3% | -88.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling