+40.0%
PATH vs RACE
-16.2%
+56.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.9% | -14.7% | -16.8% |
| 7D | -16.3% | -2.5% | -13.8% | -16.5% |
| 30D | +9.9% | +0.8% | +9.1% | +10.1% |
| 3M | +30.2% | +17.2% | +13.0% | +33.9% |
| 6M | +37.2% | +13.6% | +23.6% | +38.2% |
| YTD | -7.3% | +12.2% | -19.5% | -7.3% |
| 1Y | +40.0% | -16.3% | +56.3% | +9.4% |
| All | +40.0% | -16.2% | +56.2% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1y: compounded portfolio wealth divided by compounded RACE 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…
1y analysis · Full analysis span regression · 6 months rolling