-18.8%
PATH vs RIO
+50.8%
-69.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +1.9% |
| 7D | -4.8% | -1.6% | -3.2% | -4.4% |
| 30D | +2.7% | -11.6% | +14.3% | +6.1% |
| 3M | -4.2% | -12.7% | +8.5% | -1.0% |
| 6M | +24.7% | -12.4% | +37.1% | +27.1% |
| YTD | -17.6% | +11.0% | -28.6% | -27.0% |
| 1Y | -5.3% | +30.8% | -36.2% | -24.2% |
| All | -18.8% | +50.8% | -69.6% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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