-21.8%
PATH vs RTX
+146.3%
-168.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.3% | -0.4% | -3.4% |
| 7D | -5.6% | -3.8% | -1.8% | -5.3% |
| 30D | -0.7% | +4.7% | -5.4% | -1.2% |
| 3M | -5.9% | -13.4% | +7.5% | -4.7% |
| 6M | +21.6% | +11.8% | +9.8% | +19.4% |
| YTD | -20.6% | +5.8% | -26.4% | -22.1% |
| 1Y | -10.6% | +11.9% | -22.5% | -13.5% |
| All | -21.8% | +146.3% | -168.1% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling