+40.0%
PATH vs RVTY
+57.1%
-17.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.3% | -16.3% | -16.6% |
| 7D | -16.3% | +1.1% | -17.4% | -16.5% |
| 30D | +9.9% | +13.2% | -3.3% | +7.0% |
| 3M | +30.2% | +27.2% | +2.9% | +22.2% |
| 6M | +37.2% | +32.4% | +4.8% | +26.8% |
| YTD | -7.3% | +34.9% | -42.2% | -15.1% |
| 1Y | +40.0% | +52.4% | -12.4% | +19.9% |
| All | +40.0% | +57.1% | -17.1% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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