-80.4%
PATH vs RTX
+191.1%
-271.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +3.7% |
| 7D | -4.8% | +1.3% | -6.1% | -5.3% |
| 30D | +2.7% | +7.6% | -5.0% | +0.1% |
| 3M | -4.2% | -8.6% | +4.5% | -1.8% |
| 6M | +24.7% | +15.6% | +9.1% | +17.5% |
| YTD | -17.6% | +9.4% | -26.9% | -21.7% |
| 1Y | -5.3% | +14.7% | -20.0% | -12.0% |
| 3Y | -22.0% | +154.7% | -176.7% | -52.1% |
| 5Y | -76.5% | +150.9% | -227.4% | -85.0% |
| All | -80.4% | +191.1% | -271.5% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling