+40.0%
PATH vs PM
+16.6%
+23.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.0% | -14.7% | -17.8% |
| 7D | -16.3% | -4.9% | -11.4% | -19.0% |
| 30D | +9.9% | -3.4% | +13.3% | +7.5% |
| 3M | +30.2% | +5.2% | +25.0% | +36.0% |
| 6M | +37.2% | +3.7% | +33.5% | +41.3% |
| YTD | -7.3% | +15.8% | -23.1% | +6.5% |
| 1Y | +40.0% | +17.4% | +22.6% | +70.1% |
| All | +40.0% | +16.6% | +23.4% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 1y: compounded portfolio wealth divided by compounded PM 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…
1y analysis · Full analysis span regression · 6 months rolling