-6.1%
PATH vs ROIV
+200.3%
-206.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.5% | -18.1% | -17.0% |
| 7D | -16.3% | +0.6% | -16.9% | -16.5% |
| 30D | +9.9% | +1.0% | +9.0% | +9.4% |
| 3M | +30.2% | +18.3% | +11.9% | +23.5% |
| 6M | +37.2% | +18.3% | +18.9% | +29.4% |
| YTD | -7.3% | +61.0% | -68.3% | -21.1% |
| 1Y | +40.0% | +177.9% | -137.9% | -0.1% |
| All | -6.1% | +200.3% | -206.5% | -38.8% |
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