-80.4%
PATH vs ROIV
+290.1%
-370.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.2% | +1.6% |
| 7D | -4.8% | +3.0% | -7.8% | -5.4% |
| 30D | +2.7% | +6.8% | -4.2% | +1.1% |
| 3M | -4.2% | +10.5% | -14.7% | -7.3% |
| 6M | +24.7% | +34.8% | -10.1% | +14.4% |
| YTD | -17.6% | +76.2% | -93.7% | -29.5% |
| 1Y | -5.3% | +92.4% | -97.7% | -20.8% |
| 3Y | -22.0% | +312.0% | -334.0% | -45.5% |
| 5Y | -76.5% | +388.3% | -464.8% | -86.7% |
| All | -80.4% | +290.1% | -370.5% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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