-78.0%
PATH vs PODD
-47.9%
-30.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.1% | -14.6% | -15.8% |
| 7D | -16.3% | +1.6% | -17.9% | -16.7% |
| 30D | +9.9% | +10.7% | -0.8% | +5.5% |
| 3M | +30.2% | +0.7% | +29.4% | +27.5% |
| 6M | +37.2% | -39.3% | +76.5% | +64.9% |
| YTD | -7.3% | -48.1% | +40.8% | +19.0% |
| 1Y | +40.0% | -57.4% | +97.4% | +95.3% |
| 3Y | -4.4% | -23.3% | +18.9% | -4.3% |
| 5Y | -76.0% | -51.3% | -24.8% | -70.6% |
| All | -78.0% | -47.9% | -30.1% | -74.0% |
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