-75.7%
PATH vs OPEN
-83.7%
+8.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.6% | -17.3% | -16.8% |
| 7D | -16.3% | -4.3% | -12.1% | -15.5% |
| 30D | +9.9% | -16.2% | +26.1% | +14.0% |
| 3M | +30.2% | -36.4% | +66.5% | +42.6% |
| 6M | +37.2% | -35.5% | +72.7% | +48.8% |
| YTD | -7.3% | -46.0% | +38.6% | +3.1% |
| 1Y | +40.0% | -47.1% | +87.1% | +41.0% |
| 3Y | -4.4% | -19.0% | +14.6% | -36.7% |
| All | -75.7% | -83.7% | +8.0% | -77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling