-82.8%
PATH vs RGTI
+31.1%
-113.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.5% | -10.6% | -1.6% |
| 7D | -2.7% | +21.6% | -24.3% | -5.7% |
| 30D | -3.7% | -7.5% | +3.8% | -3.3% |
| 3M | -13.8% | -27.6% | +13.9% | -10.7% |
| 6M | +20.3% | -31.5% | +51.8% | +22.7% |
| YTD | -20.8% | -41.4% | +20.6% | -18.4% |
| 1Y | -9.2% | -61.6% | +52.3% | -1.5% |
| 3Y | -21.8% | +1,136.2% | -1,158.0% | -62.9% |
| 5Y | -77.4% | +19.7% | -97.2% | -84.5% |
| All | -82.8% | +31.1% | -113.9% | -90.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling