-18.4%
PATH vs SOLS
+10.3%
-28.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | +0.7% |
| 7D | -5.3% | -4.2% | -1.1% | -5.9% |
| 30D | -0.5% | -3.9% | +3.4% | -1.0% |
| 3M | -7.1% | -6.6% | -0.5% | -7.6% |
| 6M | +23.8% | -29.1% | +52.9% | +18.6% |
| YTD | -20.7% | +19.8% | -40.5% | -22.4% |
| 1Y | -8.1% | +29.2% | -37.3% | -10.9% |
| All | -18.4% | +10.3% | -28.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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