-8.6%
PATH vs RGTI
-61.9%
+53.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.5% | -10.6% | -2.2% |
| 7D | -2.7% | +21.6% | -24.3% | -6.8% |
| 30D | -3.7% | -7.5% | +3.8% | -2.9% |
| 3M | -13.8% | -27.6% | +13.9% | -9.1% |
| 6M | +20.3% | -31.5% | +51.8% | +24.2% |
| YTD | -20.8% | -41.4% | +20.6% | -14.8% |
| All | -8.6% | -61.9% | +53.3% | +18.5% |
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