-80.4%
PATH vs NET
+274.5%
-354.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +4.2% |
| 7D | -4.8% | -16.4% | +11.6% | +3.8% |
| 30D | +2.7% | -25.8% | +28.5% | +18.3% |
| 3M | -4.2% | -11.5% | +7.3% | -0.2% |
| 6M | +24.7% | +18.9% | +5.8% | +7.4% |
| YTD | -17.6% | +35.2% | -52.8% | -35.7% |
| 1Y | -5.3% | +14.5% | -19.8% | -19.4% |
| 3Y | -22.0% | +313.8% | -335.8% | -68.4% |
| 5Y | -76.5% | +32.6% | -109.1% | -86.9% |
| All | -80.4% | +274.5% | -354.9% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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