-81.2%
PATH vs ONTO
+182.9%
-264.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.0% | -12.1% | -3.5% |
| 7D | -2.7% | +1.4% | -4.1% | -4.1% |
| 30D | -3.7% | -34.1% | +30.4% | +6.8% |
| 3M | -13.8% | -37.1% | +23.3% | -5.0% |
| 6M | +20.3% | -31.8% | +52.1% | +22.3% |
| YTD | -20.8% | +22.9% | -43.7% | -39.3% |
| 1Y | -9.2% | +39.5% | -48.7% | -34.3% |
| 3Y | -21.8% | +57.7% | -79.4% | -57.8% |
| 5Y | -77.4% | +115.8% | -193.2% | -90.8% |
| All | -81.2% | +182.9% | -264.1% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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