+21.6%
PATH vs SONY
+39.2%
-17.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.1% | -9.8% | -6.4% |
| 7D | -5.6% | +8.1% | -13.7% | -9.1% |
| 30D | -0.7% | +15.5% | -16.2% | -7.8% |
| 3M | -5.9% | +22.7% | -28.6% | -13.9% |
| 6M | +21.6% | +36.9% | -15.3% | +9.2% |
| All | +21.6% | +39.2% | -17.6% | +9.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling