-76.8%
PATH vs RTX
+138.0%
-214.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.3% | -0.4% | -2.6% |
| 7D | -5.6% | -3.8% | -1.8% | -4.4% |
| 30D | -0.7% | +4.7% | -5.4% | -2.5% |
| 3M | -5.9% | -13.4% | +7.5% | -1.4% |
| 6M | +21.6% | +11.8% | +9.8% | +15.0% |
| YTD | -20.6% | +5.8% | -26.4% | -24.3% |
| 1Y | -10.6% | +11.9% | -22.5% | -17.0% |
| 3Y | -24.9% | +146.3% | -171.1% | -57.0% |
| 5Y | -76.8% | +134.3% | -211.1% | -86.5% |
| All | -76.8% | +138.0% | -214.8% | -86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling