-22.9%
PATH vs OSCR
+339.8%
-362.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | +1.7% |
| 7D | +2.1% | +1.3% | +0.8% | +1.8% |
| 30D | +1.6% | -9.5% | +11.1% | +2.9% |
| 3M | -20.4% | +0.9% | -21.3% | -21.0% |
| 6M | +40.1% | +31.5% | +8.7% | +33.1% |
| YTD | -19.0% | +116.1% | -135.1% | -29.1% |
| 1Y | -5.8% | +122.6% | -128.4% | -18.3% |
| 3Y | -22.9% | +356.6% | -379.6% | -41.5% |
| All | -22.9% | +339.8% | -362.7% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 3y: compounded portfolio wealth divided by compounded OSCR 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…
3y analysis · Full analysis span regression · 6 months rolling