-23.7%
PATH vs PODD
-5.6%
-18.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.0% |
| 7D | -2.7% | -9.1% | +6.3% | +0.1% |
| 30D | -1.4% | +7.3% | -8.7% | -3.7% |
| 3M | -16.4% | +3.7% | -20.1% | -17.5% |
| 6M | +23.3% | -2.7% | +25.9% | +22.5% |
| YTD | -19.8% | -47.2% | +27.4% | -4.1% |
| 1Y | -8.6% | -54.0% | +45.5% | +14.0% |
| All | -23.7% | -5.6% | -18.1% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling