-75.2%
PATH vs RGTI
-9.6%
-65.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.9% | +8.2% | +2.2% |
| 7D | +2.1% | -18.1% | +20.2% | +4.6% |
| 30D | +1.6% | -17.6% | +19.2% | +3.6% |
| 3M | -20.4% | -48.3% | +27.9% | -13.9% |
| 6M | +40.1% | -47.8% | +87.9% | +48.1% |
| YTD | -19.0% | -56.6% | +37.5% | -13.3% |
| 1Y | -5.8% | -61.8% | +56.0% | +2.5% |
| 3Y | -22.9% | +807.5% | -830.5% | -62.0% |
| All | -75.2% | -9.6% | -65.6% | -82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling