-5.3%
PATH vs RGTI
-69.7%
+64.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.7% |
| 7D | -4.8% | -9.6% | +4.8% | -2.9% |
| 30D | +2.7% | -26.0% | +28.7% | +8.7% |
| 3M | -4.2% | -35.8% | +31.6% | +3.8% |
| 6M | +24.7% | -36.7% | +61.4% | +29.3% |
| YTD | -17.6% | -49.4% | +31.8% | -8.4% |
| 1Y | -5.3% | -68.1% | +62.8% | +20.9% |
| All | -5.3% | -69.7% | +64.4% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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