-81.2%
PATH vs REGN
+79.9%
-161.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.3% | -2.5% | -2.8% | -5.0% |
| 30D | -0.5% | +21.9% | -22.4% | -4.2% |
| 3M | -7.1% | +17.3% | -24.4% | -9.8% |
| 6M | +23.8% | +25.8% | -1.9% | +18.6% |
| YTD | -20.7% | +17.6% | -38.3% | -23.3% |
| 1Y | -8.1% | +40.5% | -48.6% | -14.4% |
| 3Y | -21.8% | +9.7% | -31.5% | -23.0% |
| 5Y | -76.8% | +49.3% | -126.1% | -79.6% |
| All | -81.2% | +79.9% | -161.0% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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