-21.8%
PATH vs SLV
+121.2%
-142.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.6% |
| 7D | -5.6% | -0.7% | -4.8% | -5.5% |
| 30D | -0.7% | -15.4% | +14.7% | +1.2% |
| 3M | -5.9% | -16.3% | +10.4% | -4.0% |
| 6M | +21.6% | -28.8% | +50.4% | +25.3% |
| YTD | -20.6% | -27.1% | +6.5% | -21.7% |
| 1Y | -10.6% | +7.5% | -18.1% | -21.0% |
| All | -21.8% | +121.2% | -142.9% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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