-76.8%
PATH vs OPEN
-92.5%
+15.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.6% | +5.9% | -1.6% |
| 7D | -5.6% | -5.8% | +0.2% | -4.6% |
| 30D | -0.7% | -21.1% | +20.5% | +4.1% |
| 3M | -5.9% | -52.4% | +46.5% | +9.9% |
| 6M | +21.6% | -65.8% | +87.4% | +51.4% |
| YTD | -20.6% | -69.3% | +48.7% | -0.6% |
| 1Y | -10.6% | -75.2% | +64.7% | +15.8% |
| 3Y | -24.9% | -14.4% | -10.5% | -54.8% |
| 5Y | -76.8% | -92.0% | +15.2% | -73.5% |
| All | -76.8% | -92.5% | +15.7% | -73.5% |
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