-16.0%
PATH vs RGTI
+656.2%
-672.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.1% | -16.8% | -16.6% |
| 7D | -16.3% | -2.5% | -13.8% | -16.1% |
| 30D | +9.9% | -9.4% | +19.3% | +11.0% |
| 3M | +30.2% | -37.1% | +67.2% | +36.2% |
| 6M | +37.2% | -14.4% | +51.6% | +36.1% |
| YTD | -7.3% | -31.4% | +24.1% | -6.0% |
| 1Y | +40.0% | +0.5% | +39.5% | +35.4% |
| All | -16.0% | +656.2% | -672.2% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling