-81.2%
PATH vs RMD
+19.4%
-100.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.7% |
| 7D | -5.3% | +2.3% | -7.6% | -6.4% |
| 30D | -0.5% | +4.1% | -4.7% | -2.8% |
| 3M | -7.1% | +5.7% | -12.8% | -10.2% |
| 6M | +23.8% | +12.9% | +10.9% | +15.3% |
| YTD | -20.7% | -1.5% | -19.2% | -21.3% |
| 1Y | -8.1% | -4.8% | -3.3% | -7.4% |
| 3Y | -21.8% | +57.5% | -79.3% | -45.5% |
| 5Y | -76.8% | -5.5% | -71.3% | -78.4% |
| All | -81.2% | +19.4% | -100.6% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling