-80.4%
PATH vs SNPS
+85.1%
-165.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -4.8% | -3.9% | -0.9% | -2.6% |
| 30D | +2.7% | -5.2% | +7.9% | +5.2% |
| 3M | -4.2% | +14.6% | -18.8% | -13.5% |
| 6M | +24.7% | -6.9% | +31.7% | +26.7% |
| YTD | -17.6% | -1.4% | -16.1% | -20.0% |
| 1Y | -5.3% | +11.2% | -16.5% | -15.3% |
| 3Y | -22.0% | -5.1% | -16.9% | -37.1% |
| 5Y | -76.5% | +35.5% | -112.0% | -87.1% |
| All | -80.4% | +85.1% | -165.5% | -91.7% |
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