-77.1%
PATH vs PODD
-53.5%
-23.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.7% |
| 7D | -2.3% | -4.4% | +2.1% | -0.7% |
| 30D | -4.8% | +9.4% | -14.3% | -8.6% |
| 3M | -17.7% | +3.6% | -21.4% | -19.2% |
| 6M | +18.9% | -4.0% | +22.9% | +18.3% |
| YTD | -21.7% | -47.9% | +26.2% | -0.2% |
| 1Y | -9.6% | -53.8% | +44.1% | +21.0% |
| 3Y | -25.8% | -4.5% | -21.3% | -32.8% |
| 5Y | -77.1% | -51.9% | -25.2% | -71.6% |
| All | -77.1% | -53.5% | -23.6% | -71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling