-77.0%
PATH vs NDAQ
+60.8%
-137.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.3% |
| 7D | -5.3% | +0.8% | -6.2% | -6.2% |
| 30D | -0.5% | +16.5% | -17.1% | -15.1% |
| 3M | -7.1% | +13.5% | -20.6% | -18.3% |
| 6M | +23.8% | +20.9% | +2.9% | +1.2% |
| YTD | -20.7% | +11.4% | -32.1% | -30.0% |
| 1Y | -8.1% | +25.9% | -34.0% | -28.9% |
| 3Y | -21.8% | +119.9% | -141.7% | -69.0% |
| All | -77.0% | +60.8% | -137.8% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling