-9.6%
PATH vs PSX
+87.5%
-97.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -1.1% |
| 7D | -2.3% | -7.8% | +5.5% | -1.5% |
| 30D | -4.8% | -9.9% | +5.1% | -4.0% |
| 3M | -17.7% | +16.9% | -34.6% | -20.5% |
| 6M | +18.9% | +48.0% | -29.1% | +11.1% |
| YTD | -21.7% | +98.3% | -120.1% | -28.1% |
| 1Y | -9.6% | +86.2% | -95.8% | -15.3% |
| All | -9.6% | +87.5% | -97.2% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling