-21.8%
PATH vs PSX
+132.6%
-154.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.8% | +1.1% | -2.3% |
| 7D | -5.6% | -9.7% | +4.1% | -2.8% |
| 30D | -0.7% | -8.4% | +7.7% | +1.4% |
| 3M | -5.9% | +22.6% | -28.5% | -12.8% |
| 6M | +21.6% | +38.8% | -17.2% | +7.8% |
| YTD | -20.6% | +95.5% | -116.1% | -38.3% |
| 1Y | -10.6% | +87.1% | -97.7% | -29.4% |
| All | -21.8% | +132.6% | -154.4% | -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