-21.8%
PATH vs ROIV
+290.8%
-312.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.2% | +0.5% | -2.5% |
| 7D | -5.6% | -2.4% | -3.2% | -4.9% |
| 30D | -0.7% | +3.1% | -3.8% | -1.6% |
| 3M | -5.9% | +5.8% | -11.7% | -8.9% |
| 6M | +21.6% | +29.3% | -7.7% | +7.3% |
| YTD | -20.6% | +68.8% | -89.4% | -38.6% |
| 1Y | -10.6% | +81.0% | -91.6% | -33.4% |
| All | -21.8% | +290.8% | -312.6% | -67.2% |
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