-80.4%
PATH vs RIO
+52.4%
-132.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +1.6% |
| 7D | -4.8% | -1.6% | -3.2% | -4.3% |
| 30D | +2.7% | -11.6% | +14.3% | +7.1% |
| 3M | -4.2% | -12.7% | +8.5% | -0.1% |
| 6M | +24.7% | -12.4% | +37.1% | +28.5% |
| YTD | -17.6% | +11.0% | -28.6% | -24.7% |
| 1Y | -5.3% | +30.8% | -36.2% | -20.1% |
| 3Y | -22.0% | +52.4% | -74.4% | -39.1% |
| 5Y | -76.5% | +96.4% | -172.9% | -83.2% |
| All | -80.4% | +52.4% | -132.8% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling