-81.2%
PATH vs RTX
+178.0%
-259.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.3% |
| 7D | -5.3% | -5.1% | -0.2% | -3.9% |
| 30D | -0.5% | +5.1% | -5.7% | -2.3% |
| 3M | -7.1% | -14.8% | +7.7% | -2.7% |
| 6M | +23.8% | +8.0% | +15.8% | +19.2% |
| YTD | -20.7% | +4.5% | -25.1% | -23.6% |
| 1Y | -8.1% | +9.8% | -17.9% | -13.4% |
| 3Y | -21.8% | +144.2% | -166.0% | -51.5% |
| 5Y | -76.8% | +131.4% | -208.3% | -85.1% |
| All | -81.2% | +178.0% | -259.2% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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