-81.2%
PATH vs SIRI
-37.2%
-43.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.4% |
| 7D | -5.3% | +12.6% | -17.9% | -8.3% |
| 30D | -0.5% | +25.9% | -26.4% | -6.5% |
| 3M | -7.1% | +10.3% | -17.5% | -9.7% |
| 6M | +23.8% | +24.8% | -1.0% | +16.6% |
| YTD | -20.7% | +68.6% | -89.3% | -31.6% |
| 1Y | -8.1% | +55.9% | -64.0% | -18.9% |
| 3Y | -21.8% | -22.3% | +0.5% | -21.5% |
| 5Y | -76.8% | -38.6% | -38.2% | -74.3% |
| All | -81.2% | -37.2% | -43.9% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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