-17.5%
PATH vs SOLS
+27.7%
-45.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.3% | -0.9% | +2.9% |
| 7D | -2.7% | +16.4% | -19.1% | -0.5% |
| 30D | -1.4% | +10.6% | -12.0% | +0.2% |
| 3M | -16.4% | +10.0% | -26.4% | -14.8% |
| 6M | +23.3% | -21.2% | +44.5% | +19.7% |
| YTD | -19.8% | +38.7% | -58.5% | -19.8% |
| 1Y | -8.6% | +46.1% | -54.6% | -9.1% |
| All | -17.5% | +27.7% | -45.2% | -17.5% |
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