-25.8%
PATH vs SIRI
-22.6%
-3.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -0.7% |
| 7D | -2.3% | +5.5% | -7.8% | -4.0% |
| 30D | -4.8% | +22.6% | -27.4% | -10.9% |
| 3M | -17.7% | +12.9% | -30.6% | -20.9% |
| 6M | +18.9% | +22.3% | -3.3% | +11.4% |
| YTD | -21.7% | +67.8% | -89.5% | -34.5% |
| 1Y | -9.6% | +54.6% | -64.2% | -22.2% |
| 3Y | -25.8% | -21.4% | -4.5% | -19.7% |
| All | -25.8% | -22.6% | -3.3% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling