-81.2%
PATH vs PODD
-48.3%
-32.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.2% | +6.1% | +2.4% |
| 7D | -5.3% | -2.1% | -3.2% | -4.7% |
| 30D | -0.5% | +9.0% | -9.6% | -4.4% |
| 3M | -7.1% | +5.2% | -12.3% | -9.3% |
| 6M | +23.8% | -3.2% | +27.0% | +22.7% |
| YTD | -20.7% | -48.5% | +27.8% | +1.8% |
| 1Y | -8.1% | -54.7% | +46.6% | +24.5% |
| 3Y | -21.8% | -7.8% | -14.0% | -28.0% |
| 5Y | -76.8% | -52.4% | -24.4% | -71.2% |
| All | -81.2% | -48.3% | -32.9% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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