-77.1%
PATH vs RVTY
-9.4%
-67.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +3.0% | +2.7% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | -1.4% | +1.7% | -3.1% | -2.8% |
| 3M | -16.4% | +36.8% | -53.2% | -30.6% |
| 6M | +23.3% | +60.1% | -36.8% | -8.1% |
| YTD | -19.8% | +64.0% | -83.8% | -42.3% |
| 1Y | -8.6% | +68.2% | -76.8% | -35.6% |
| 3Y | -24.0% | +88.8% | -112.8% | -53.4% |
| 5Y | -77.1% | -10.5% | -66.6% | -76.6% |
| All | -77.1% | -9.4% | -67.8% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling