-75.2%
PATH vs POET
-2.2%
-72.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +4.9% | -12.7% | -8.2% |
| 7D | -22.8% | +17.0% | -39.8% | -24.1% |
| 30D | -6.9% | -6.7% | -0.2% | -6.6% |
| 3M | +25.4% | -32.3% | +57.8% | +28.6% |
| 6M | +18.1% | +32.3% | -14.2% | +4.8% |
| YTD | -14.5% | +31.3% | -45.8% | -25.2% |
| 1Y | +18.7% | +55.3% | -36.6% | +0.1% |
| 3Y | -24.2% | +136.8% | -160.9% | -46.8% |
| 5Y | -75.2% | -2.2% | -72.9% | -81.9% |
| All | -75.2% | -2.2% | -72.9% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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