-8.5%
PATH vs NDAQ
+24.5%
-32.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.3% |
| 7D | -5.3% | +0.8% | -6.2% | -5.9% |
| 30D | -0.5% | +16.5% | -17.1% | -11.9% |
| 3M | -7.1% | +13.5% | -20.6% | -15.5% |
| 6M | +23.8% | +20.9% | +2.9% | +6.9% |
| YTD | -20.7% | +11.4% | -32.1% | -28.1% |
| All | -8.5% | +24.5% | -32.9% | -31.1% |
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