-81.2%
PATH vs NI
+107.0%
-188.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.2% | -0.4% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | -3.7% | +11.3% | -15.0% | -4.9% |
| 3M | -13.8% | +6.5% | -20.2% | -14.4% |
| 6M | +20.3% | -2.3% | +22.5% | +20.5% |
| YTD | -20.8% | +10.8% | -31.6% | -23.4% |
| 1Y | -9.2% | +6.2% | -15.5% | -11.3% |
| 3Y | -21.8% | +98.7% | -120.4% | -34.6% |
| 5Y | -77.4% | +111.3% | -188.7% | -79.5% |
| All | -81.2% | +107.0% | -188.2% | -83.3% |
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