+28.8%
PATH vs SNDQ
-87.6%
+116.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.9% | +6.8% | +0.1% |
| 7D | -5.3% | +58.7% | -64.0% | -6.9% |
| 30D | -0.5% | +194.6% | -195.1% | -4.9% |
| 3M | -7.1% | +18.9% | -26.0% | -8.7% |
| 6M | +23.8% | -68.3% | +92.2% | +19.5% |
| All | +28.8% | -87.6% | +116.4% | +26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling