-18.8%
PATH vs ROIV
+308.0%
-326.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.2% | +1.1% |
| 7D | -4.8% | +3.0% | -7.8% | -5.6% |
| 30D | +2.7% | +6.8% | -4.2% | +0.6% |
| 3M | -4.2% | +10.5% | -14.7% | -8.4% |
| 6M | +24.7% | +34.8% | -10.1% | +8.8% |
| YTD | -17.6% | +76.2% | -93.7% | -37.0% |
| 1Y | -5.3% | +92.4% | -97.7% | -31.0% |
| All | -18.8% | +308.0% | -326.8% | -66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling