-8.1%
PATH vs OPEN
-81.0%
+72.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -21.8% | +21.7% | +5.0% |
| 7D | -5.3% | -22.2% | +16.9% | -0.6% |
| 30D | -0.5% | -38.3% | +37.8% | +10.2% |
| 3M | -7.1% | -59.4% | +52.2% | +13.6% |
| 6M | +23.8% | -74.4% | +98.2% | +67.1% |
| YTD | -20.7% | -76.0% | +55.3% | +5.4% |
| 1Y | -8.1% | -78.7% | +70.6% | +23.9% |
| All | -8.1% | -81.0% | +72.9% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling