-81.4%
PATH vs RGTI
+59.7%
-141.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +4.0% | -11.8% | -8.3% |
| 7D | -22.8% | +5.5% | -28.2% | -23.4% |
| 30D | -6.9% | -11.9% | +5.0% | -5.6% |
| 3M | +25.4% | -27.4% | +52.8% | +29.6% |
| 6M | +18.1% | -7.1% | +25.2% | +15.6% |
| YTD | -14.5% | -28.6% | +14.1% | -13.7% |
| 1Y | +18.7% | +4.4% | +14.4% | +12.2% |
| 3Y | -24.2% | +698.5% | -722.7% | -61.0% |
| 5Y | -75.2% | +64.2% | -139.4% | -82.3% |
| All | -81.4% | +59.7% | -141.1% | -89.7% |
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