-18.3%
PATH vs SOLS
+4.7%
-23.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -4.4% |
| 7D | -5.6% | -12.0% | +6.4% | -7.4% |
| 30D | -0.7% | -10.2% | +9.5% | -2.2% |
| 3M | -5.9% | -11.8% | +6.0% | -7.2% |
| 6M | +21.6% | -34.0% | +55.6% | +15.2% |
| YTD | -20.6% | +13.7% | -34.3% | -22.9% |
| 1Y | -10.6% | +14.2% | -24.8% | -13.1% |
| All | -18.3% | +4.7% | -23.0% | -20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling