-76.8%
PATH vs PODD
-46.6%
-30.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.4% | +1.7% | -1.5% |
| 7D | -5.6% | +2.4% | -8.0% | -6.6% |
| 30D | -0.7% | +15.9% | -16.6% | -6.7% |
| 3M | -5.9% | +17.2% | -23.0% | -11.9% |
| 6M | +21.6% | -6.8% | +28.4% | +22.4% |
| YTD | -20.6% | -45.1% | +24.5% | -0.8% |
| 1Y | -10.6% | -50.3% | +39.8% | +16.4% |
| 3Y | -24.9% | -4.0% | -20.9% | -31.7% |
| 5Y | -76.8% | -49.3% | -27.5% | -72.4% |
| All | -76.8% | -46.6% | -30.2% | -72.4% |
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 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