-9.6%
PATH vs SONY
-4.4%
-5.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.7% |
| 7D | -2.3% | +5.2% | -7.5% | -4.2% |
| 30D | -4.8% | +10.7% | -15.6% | -8.5% |
| 3M | -17.7% | +12.1% | -29.8% | -21.0% |
| 6M | +18.9% | +32.6% | -13.6% | +9.7% |
| YTD | -21.7% | +4.3% | -26.1% | -26.3% |
| 1Y | -9.6% | -4.5% | -5.1% | -13.0% |
| All | -9.6% | -4.4% | -5.2% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling