-80.8%
PATH vs SIRI
-38.3%
-42.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +2.1% | -1.7% | +3.8% | +2.5% |
| 30D | +1.6% | +21.1% | -19.5% | -3.5% |
| 3M | -20.4% | +14.7% | -35.2% | -23.4% |
| 6M | +40.1% | +22.9% | +17.2% | +32.4% |
| YTD | -19.0% | +65.7% | -84.8% | -29.9% |
| 1Y | -5.8% | +53.5% | -59.3% | -16.6% |
| 3Y | -22.9% | -23.0% | +0.1% | -22.4% |
| 5Y | -75.3% | -41.5% | -33.8% | -72.2% |
| All | -80.8% | -38.3% | -42.5% | -79.9% |
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