-81.2%
PATH vs RRC
+498.0%
-579.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.9% | +0.6% |
| 7D | -5.3% | -10.8% | +5.5% | -2.9% |
| 30D | -0.5% | +22.3% | -22.9% | -5.5% |
| 3M | -7.1% | +26.6% | -33.8% | -12.5% |
| 6M | +23.8% | +18.9% | +4.9% | +18.0% |
| YTD | -20.7% | +39.2% | -59.9% | -27.6% |
| 1Y | -8.1% | +34.0% | -42.0% | -15.4% |
| 3Y | -21.8% | +42.0% | -63.8% | -30.4% |
| 5Y | -76.8% | +111.9% | -188.7% | -81.7% |
| All | -81.2% | +498.0% | -579.2% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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