+28.7%
PATH vs RRX
+12.8%
+16.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.2% | -16.8% | -16.6% |
| 7D | -16.3% | +3.4% | -19.8% | -16.3% |
| 30D | +9.9% | -11.1% | +21.0% | +9.8% |
| 3M | +30.2% | -23.7% | +53.9% | +29.9% |
| 6M | +37.2% | -22.0% | +59.2% | +37.0% |
| YTD | -7.3% | +16.5% | -23.8% | -23.5% |
| All | +28.7% | +12.8% | +16.0% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling