-75.7%
PATH vs NET
+112.9%
-188.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.0% | -14.7% | -15.6% |
| 7D | -16.3% | -7.0% | -9.3% | -13.1% |
| 30D | +9.9% | -4.8% | +14.7% | +12.7% |
| 3M | +30.2% | +3.8% | +26.3% | +26.7% |
| 6M | +37.2% | +50.0% | -12.8% | +5.9% |
| YTD | -7.3% | +41.5% | -48.8% | -27.8% |
| 1Y | +40.0% | +32.8% | +7.2% | +12.0% |
| 3Y | -4.4% | +335.9% | -340.3% | -61.7% |
| All | -75.7% | +112.9% | -188.6% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling