-81.2%
PATH vs RSG
+150.9%
-232.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -2.7% | +0.3% | -3.0% | -2.8% |
| 30D | -3.7% | +13.8% | -17.5% | -6.4% |
| 3M | -13.8% | +15.4% | -29.1% | -16.3% |
| 6M | +20.3% | +24.1% | -3.8% | +14.7% |
| YTD | -20.8% | +17.8% | -38.6% | -23.6% |
| 1Y | -9.2% | +21.5% | -30.7% | -13.3% |
| 3Y | -21.8% | +63.3% | -85.1% | -32.9% |
| 5Y | -77.4% | +97.3% | -174.7% | -81.8% |
| All | -81.2% | +150.9% | -232.1% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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