-82.6%
PATH vs RGTI
+12.2%
-94.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -8.6% | +11.0% | +3.6% |
| 7D | -2.7% | -0.9% | -1.8% | -3.1% |
| 30D | -1.4% | -16.2% | +14.8% | +0.4% |
| 3M | -16.4% | -38.6% | +22.2% | -11.6% |
| 6M | +23.3% | -45.8% | +69.1% | +29.8% |
| YTD | -19.8% | -49.8% | +30.0% | -15.8% |
| 1Y | -8.6% | -64.6% | +56.1% | +0.4% |
| 3Y | -24.0% | +1,045.4% | -1,069.4% | -63.7% |
| 5Y | -77.1% | +6.7% | -83.9% | -83.8% |
| All | -82.6% | +12.2% | -94.8% | -89.9% |
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 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