-8.1%
PATH vs RGTI
-68.3%
+60.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +19.3% | -19.4% | -3.8% |
| 7D | -5.3% | +4.4% | -9.8% | -6.5% |
| 30D | -0.5% | -19.5% | +18.9% | +3.2% |
| 3M | -7.1% | -28.9% | +21.8% | -1.8% |
| 6M | +23.8% | -41.5% | +65.3% | +32.5% |
| YTD | -20.7% | -47.0% | +26.3% | -12.9% |
| 1Y | -8.1% | -65.8% | +57.7% | +24.2% |
| All | -8.1% | -68.3% | +60.3% | +24.2% |
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