-81.1%
PATH vs NI
+104.2%
-185.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -3.5% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | -0.7% | +10.0% | -10.7% | -1.8% |
| 3M | -5.9% | +4.3% | -10.1% | -6.3% |
| 6M | +21.6% | -6.5% | +28.1% | +22.7% |
| YTD | -20.6% | +9.3% | -29.9% | -23.1% |
| 1Y | -10.6% | +6.4% | -17.0% | -12.8% |
| 3Y | -24.9% | +89.1% | -114.0% | -36.7% |
| 5Y | -76.8% | +106.1% | -182.9% | -79.0% |
| All | -81.1% | +104.2% | -185.3% | -83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling