-75.7%
PATH vs RMD
-19.3%
-56.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.3% | -16.4% |
| 7D | -16.3% | -5.0% | -11.3% | -14.1% |
| 30D | +9.9% | +2.2% | +7.7% | +8.4% |
| 3M | +30.2% | +17.8% | +12.3% | +19.4% |
| 6M | +37.2% | -11.3% | +48.6% | +44.5% |
| YTD | -7.3% | -4.4% | -2.9% | -6.4% |
| 1Y | +40.0% | -15.7% | +55.7% | +51.0% |
| 3Y | -4.4% | +47.7% | -52.1% | -32.1% |
| All | -75.7% | -19.3% | -56.4% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling