-75.7%
PATH vs PWR
+443.9%
-519.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.7% | -17.3% | -16.9% |
| 7D | -16.3% | +3.6% | -19.9% | -17.5% |
| 30D | +9.9% | -8.6% | +18.5% | +13.2% |
| 3M | +30.2% | -13.2% | +43.3% | +34.8% |
| 6M | +37.2% | +9.9% | +27.3% | +22.8% |
| YTD | -7.3% | +48.0% | -55.4% | -30.2% |
| 1Y | +40.0% | +66.2% | -26.2% | -1.1% |
| 3Y | -4.4% | +195.1% | -199.5% | -56.4% |
| All | -75.7% | +443.9% | -519.6% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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