-81.4%
PATH vs OPEN
-91.9%
+10.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.1% | +5.9% | +0.4% |
| 7D | -2.3% | -24.7% | +22.4% | +3.1% |
| 30D | -4.8% | -41.0% | +36.2% | +5.6% |
| 3M | -17.7% | -62.4% | +44.7% | +0.6% |
| 6M | +18.9% | -73.9% | +92.8% | +56.2% |
| YTD | -21.7% | -77.5% | +55.8% | +4.4% |
| 1Y | -9.6% | -83.6% | +73.9% | +28.0% |
| 3Y | -25.8% | -37.0% | +11.2% | -52.2% |
| 5Y | -77.1% | -93.3% | +16.2% | -75.2% |
| All | -81.4% | -91.9% | +10.5% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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