-21.8%
PATH vs SPOT
+262.3%
-284.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.6% | -3.1% |
| 7D | -5.6% | +10.3% | -15.8% | -8.2% |
| 30D | -0.7% | +25.9% | -26.6% | -7.2% |
| 3M | -5.9% | +27.4% | -33.3% | -12.3% |
| 6M | +21.6% | +46.5% | -24.9% | +9.1% |
| YTD | -20.6% | +5.8% | -26.4% | -23.2% |
| 1Y | -10.6% | -0.9% | -9.7% | -12.0% |
| All | -21.8% | +262.3% | -284.1% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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