-76.5%
PATH vs PWR
+420.9%
-497.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -11.7% | +14.5% | +6.8% |
| 7D | -4.8% | -4.4% | -0.4% | -4.1% |
| 30D | +2.7% | -15.1% | +17.7% | +7.4% |
| 3M | -4.2% | -16.2% | +12.1% | 0.0% |
| 6M | +24.7% | -23.3% | +48.1% | +32.1% |
| YTD | -17.6% | +37.6% | -55.2% | -37.7% |
| 1Y | -5.3% | +32.4% | -37.7% | -27.0% |
| 3Y | -22.0% | +244.2% | -266.2% | -69.9% |
| 5Y | -76.5% | +416.2% | -492.7% | -93.5% |
| All | -76.5% | +420.9% | -497.4% | -93.5% |
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