-81.2%
PATH vs NRG
+202.2%
-283.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.3% | -10.5% | -1.9% |
| 7D | -2.7% | +2.9% | -5.6% | -3.6% |
| 30D | -3.7% | -9.3% | +5.6% | -2.5% |
| 3M | -13.8% | -17.1% | +3.4% | -11.8% |
| 6M | +20.3% | -28.9% | +49.2% | +24.6% |
| YTD | -20.8% | -37.9% | +17.1% | -16.8% |
| 1Y | -9.2% | -42.7% | +33.5% | -2.1% |
| 3Y | -21.8% | +127.5% | -149.2% | -53.0% |
| 5Y | -77.4% | +217.4% | -294.8% | -87.1% |
| All | -81.2% | +202.2% | -283.4% | -88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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