-21.8%
PATH vs PSX
+131.4%
-153.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.1% |
| 7D | -5.3% | -13.1% | +7.8% | -1.4% |
| 30D | -0.5% | -9.5% | +9.0% | +2.0% |
| 3M | -7.1% | +20.2% | -27.3% | -13.5% |
| 6M | +23.8% | +44.9% | -21.1% | +8.3% |
| YTD | -20.7% | +94.4% | -115.1% | -38.2% |
| 1Y | -8.1% | +83.1% | -91.1% | -26.8% |
| 3Y | -21.8% | +132.2% | -154.0% | -47.1% |
| All | -21.8% | +131.4% | -153.2% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling