-6.1%
PATH vs SLV
+174.2%
-180.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -16.5% |
| 7D | -16.3% | -0.3% | -16.0% | -16.3% |
| 30D | +9.9% | +6.7% | +3.2% | +9.3% |
| 3M | +30.2% | -10.7% | +40.9% | +31.4% |
| 6M | +37.2% | -20.6% | +57.8% | +39.5% |
| YTD | -7.3% | -7.1% | -0.2% | -10.4% |
| 1Y | +40.0% | +62.0% | -22.0% | +16.9% |
| All | -6.1% | +174.2% | -180.3% | -30.8% |
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