-81.1%
PATH vs RACE
+110.0%
-191.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -2.4% |
| 7D | -5.6% | +5.7% | -11.2% | -8.5% |
| 30D | -0.7% | +9.3% | -10.0% | -5.6% |
| 3M | -5.9% | +3.8% | -9.7% | -7.8% |
| 6M | +21.6% | +29.8% | -8.2% | +4.2% |
| YTD | -20.6% | +15.6% | -36.2% | -28.7% |
| 1Y | -10.6% | +5.1% | -15.7% | -14.8% |
| 3Y | -24.9% | +30.8% | -55.7% | -51.9% |
| 5Y | -76.8% | +67.4% | -144.2% | -90.3% |
| All | -81.1% | +110.0% | -191.1% | -92.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling