-80.8%
PATH vs NI
+111.6%
-192.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | +2.1% | +4.3% | -2.2% | +1.6% |
| 30D | +1.6% | +12.4% | -10.8% | +0.3% |
| 3M | -20.4% | +10.2% | -30.6% | -21.3% |
| 6M | +40.1% | -0.8% | +40.9% | +40.2% |
| YTD | -19.0% | +13.2% | -32.3% | -21.9% |
| 1Y | -5.8% | +10.1% | -15.9% | -8.5% |
| 3Y | -22.9% | +103.1% | -126.0% | -35.7% |
| 5Y | -75.3% | +115.5% | -190.8% | -77.6% |
| All | -80.8% | +111.6% | -192.3% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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