-8.1%
PATH vs SONY
-4.4%
-3.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.6% |
| 7D | -5.3% | +6.7% | -12.0% | -7.6% |
| 30D | -0.5% | +14.8% | -15.3% | -5.6% |
| 3M | -7.1% | +16.9% | -24.0% | -11.9% |
| 6M | +23.8% | +30.2% | -6.4% | +14.3% |
| YTD | -20.7% | +5.5% | -26.2% | -25.7% |
| 1Y | -8.1% | -4.6% | -3.5% | -12.1% |
| All | -8.1% | -4.4% | -3.6% | -12.1% |
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