-76.8%
PATH vs PWR
+349.5%
-426.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.3% | +8.6% | +0.4% |
| 7D | -5.6% | -19.9% | +14.3% | +0.9% |
| 30D | -0.7% | -29.3% | +28.6% | +10.5% |
| 3M | -5.9% | -25.5% | +19.6% | +1.9% |
| 6M | +21.6% | -34.0% | +55.6% | +35.5% |
| YTD | -20.6% | +20.7% | -41.3% | -37.6% |
| 1Y | -10.6% | +12.3% | -22.9% | -26.8% |
| 3Y | -24.9% | +201.9% | -226.8% | -70.0% |
| 5Y | -76.8% | +336.8% | -413.6% | -93.3% |
| All | -76.8% | +349.5% | -426.3% | -93.3% |
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