+29.8%
PATH vs SNDQ
-90.9%
+120.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.2% | -8.5% | -0.5% |
| 7D | +0.7% | -31.8% | +32.5% | +1.5% |
| 30D | -1.1% | +69.3% | -70.4% | -3.9% |
| 3M | -14.2% | +1.1% | -15.3% | -15.6% |
| 6M | +30.9% | -72.4% | +103.3% | +26.9% |
| All | +29.8% | -90.9% | +120.7% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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