-78.0%
PATH vs SNPS
+57.5%
-135.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -5.4% | -11.2% | -13.2% |
| 7D | -16.3% | -11.0% | -5.3% | -9.6% |
| 30D | +9.9% | -1.7% | +11.7% | +11.2% |
| 3M | +30.2% | -20.4% | +50.5% | +49.4% |
| 6M | +37.2% | -8.6% | +45.8% | +43.0% |
| YTD | -7.3% | -16.2% | +8.8% | +1.3% |
| 1Y | +40.0% | -34.6% | +74.6% | +64.9% |
| 3Y | -4.4% | -14.5% | +10.1% | -18.0% |
| 5Y | -76.0% | +17.0% | -93.0% | -85.4% |
| All | -78.0% | +57.5% | -135.5% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 all: compounded portfolio wealth divided by compounded SNPS 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…
all analysis · Full analysis span regression · 6 months rolling