-81.1%
PATH vs PAAS
+32.7%
-113.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.5% | -3.2% |
| 7D | -5.6% | -0.4% | -5.2% | -5.6% |
| 30D | -0.7% | -11.6% | +10.9% | +1.8% |
| 3M | -5.9% | -15.6% | +9.7% | -3.1% |
| 6M | +21.6% | -19.1% | +40.7% | +24.6% |
| YTD | -20.6% | -20.9% | +0.3% | -19.7% |
| 1Y | -10.6% | +21.3% | -31.9% | -19.8% |
| 3Y | -24.9% | +177.4% | -202.3% | -51.9% |
| 5Y | -76.8% | +71.3% | -148.2% | -83.2% |
| All | -81.1% | +32.7% | -113.8% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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