-8.1%
PATH vs RTX
+10.5%
-18.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.3% |
| 7D | -5.3% | -5.1% | -0.2% | -6.1% |
| 30D | -0.5% | +5.1% | -5.7% | +0.2% |
| 3M | -7.1% | -14.8% | +7.7% | -9.4% |
| 6M | +23.8% | +8.0% | +15.8% | +25.7% |
| YTD | -20.7% | +4.5% | -25.1% | -22.4% |
| 1Y | -8.1% | +9.8% | -17.9% | -12.4% |
| All | -8.1% | +10.5% | -18.6% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling