-6.1%
PATH vs SPOT
+247.6%
-253.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.2% | -13.5% | -15.7% |
| 7D | -16.3% | -0.9% | -15.4% | -15.9% |
| 30D | +9.9% | +12.5% | -2.6% | +6.0% |
| 3M | +30.2% | +9.9% | +20.3% | +26.4% |
| 6M | +37.2% | +1.6% | +35.7% | +35.4% |
| YTD | -7.3% | -6.6% | -0.7% | -6.8% |
| 1Y | +40.0% | -22.9% | +62.9% | +48.4% |
| All | -6.1% | +247.6% | -253.8% | -39.6% |
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