-81.2%
PATH vs SPMO
+135.4%
-216.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -1.6% |
| 7D | -5.3% | -8.7% | +3.4% | +3.0% |
| 30D | -0.5% | -18.7% | +18.2% | +20.7% |
| 3M | -7.1% | -16.4% | +9.3% | +8.8% |
| 6M | +23.8% | -11.9% | +35.7% | +29.1% |
| YTD | -20.7% | +4.9% | -25.6% | -34.9% |
| 1Y | -8.1% | +6.2% | -14.3% | -25.7% |
| 3Y | -21.8% | +115.1% | -136.9% | -77.1% |
| 5Y | -76.8% | +102.2% | -179.1% | -92.6% |
| All | -81.2% | +135.4% | -216.5% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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