-81.2%
PATH vs RRX
+40.6%
-121.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.9% | -7.1% | -2.8% |
| 7D | -2.7% | +12.3% | -15.0% | -7.6% |
| 30D | -3.7% | +9.5% | -13.3% | -8.0% |
| 3M | -13.8% | +1.8% | -15.5% | -15.7% |
| 6M | +20.3% | -15.3% | +35.6% | +22.7% |
| YTD | -20.8% | +29.6% | -50.4% | -39.8% |
| 1Y | -9.2% | +34.1% | -43.3% | -32.5% |
| 3Y | -21.8% | +74.0% | -95.8% | -54.1% |
| 5Y | -77.4% | +14.7% | -92.1% | -84.1% |
| All | -81.2% | +40.6% | -121.8% | -87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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