-81.2%
PATH vs RVTY
+17.2%
-98.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -1.5% |
| 7D | -5.3% | -1.2% | -4.1% | -5.1% |
| 30D | -0.5% | +1.0% | -1.6% | -1.5% |
| 3M | -7.1% | +35.8% | -43.0% | -21.9% |
| 6M | +23.8% | +56.7% | -32.9% | -5.4% |
| YTD | -20.7% | +60.7% | -81.4% | -41.3% |
| 1Y | -8.1% | +73.7% | -81.8% | -35.5% |
| 3Y | -21.8% | +82.8% | -104.6% | -49.3% |
| 5Y | -76.8% | -7.0% | -69.8% | -76.5% |
| All | -81.2% | +17.2% | -98.3% | -78.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling