-10.6%
PATH vs NDAQ
+26.4%
-36.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | -1.7% |
| 7D | -5.6% | +1.2% | -6.8% | -6.4% |
| 30D | -0.7% | +15.8% | -16.5% | -11.5% |
| 3M | -5.9% | +13.4% | -19.2% | -14.2% |
| 6M | +21.6% | +20.9% | +0.7% | +5.1% |
| YTD | -20.6% | +11.1% | -31.7% | -27.9% |
| 1Y | -10.6% | +26.5% | -37.1% | -35.7% |
| All | -10.6% | +26.4% | -36.9% | -35.7% |
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