-36.3%
PATH vs QQQI
+58.2%
-94.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.2% | -16.8% | -16.8% |
| 7D | -16.3% | +0.4% | -16.7% | -16.7% |
| 30D | +9.9% | +1.0% | +8.9% | +8.9% |
| 3M | +30.2% | -1.2% | +31.4% | +31.5% |
| 6M | +37.2% | +11.6% | +25.6% | +17.8% |
| YTD | -7.3% | +11.7% | -19.0% | -20.6% |
| 1Y | +40.0% | +18.7% | +21.3% | +11.4% |
| All | -36.3% | +58.2% | -94.5% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 all: compounded portfolio wealth divided by compounded QQQI 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…
all analysis · Full analysis span regression · 6 months rolling