+28.7%
PATH vs RSG
-1.8%
+30.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.6% | -16.8% |
| 7D | -16.3% | +0.3% | -16.6% | -16.2% |
| 30D | +9.9% | +7.6% | +2.3% | +11.5% |
| 3M | +30.2% | +7.4% | +22.7% | +32.7% |
| 6M | +37.2% | -3.3% | +40.5% | +37.0% |
| YTD | -7.3% | +6.0% | -13.3% | -2.3% |
| All | +28.7% | -1.8% | +30.6% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling