-75.7%
PATH vs PAAS
+113.1%
-188.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.4% | -14.2% | -16.1% |
| 7D | -16.3% | -2.9% | -13.4% | -15.7% |
| 30D | +9.9% | +6.8% | +3.1% | +8.1% |
| 3M | +30.2% | -2.9% | +33.0% | +30.1% |
| 6M | +37.2% | -16.4% | +53.6% | +40.1% |
| YTD | -7.3% | 0.0% | -7.3% | -10.5% |
| 1Y | +40.0% | +54.3% | -14.3% | +18.5% |
| 3Y | -4.4% | +230.7% | -235.1% | -41.5% |
| All | -75.7% | +113.1% | -188.8% | -83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling