-81.2%
PATH vs NDAQ
+115.9%
-197.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.3% |
| 7D | -5.3% | +0.8% | -6.2% | -6.1% |
| 30D | -0.5% | +16.5% | -17.1% | -14.1% |
| 3M | -7.1% | +13.5% | -20.6% | -17.6% |
| 6M | +23.8% | +20.9% | +2.9% | +2.7% |
| YTD | -20.7% | +11.4% | -32.1% | -29.3% |
| 1Y | -8.1% | +25.9% | -34.0% | -27.4% |
| 3Y | -21.8% | +119.9% | -141.7% | -65.7% |
| 5Y | -76.8% | +61.7% | -138.6% | -88.8% |
| All | -81.2% | +115.9% | -197.0% | -88.4% |
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