-78.0%
PATH vs ONTO
+290.7%
-368.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +6.2% | -22.8% | -18.5% |
| 7D | -16.3% | -1.0% | -15.3% | -16.4% |
| 30D | +9.9% | -2.9% | +12.8% | +9.3% |
| 3M | +30.2% | -2.5% | +32.6% | +23.3% |
| 6M | +37.2% | +28.2% | +9.0% | +12.6% |
| YTD | -7.3% | +69.8% | -77.1% | -33.5% |
| 1Y | +40.0% | +162.9% | -122.9% | -17.5% |
| 3Y | -4.4% | +95.9% | -100.3% | -49.0% |
| 5Y | -76.0% | +244.5% | -320.5% | -91.3% |
| All | -78.0% | +290.7% | -368.7% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling