-81.2%
PATH vs SPXS
-89.2%
+8.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.0% | +6.9% | -4.3% |
| 7D | -2.7% | -1.5% | -1.2% | -3.0% |
| 30D | -3.7% | +9.6% | -13.3% | +2.8% |
| 3M | -13.8% | +8.5% | -22.2% | -7.8% |
| 6M | +20.3% | -5.8% | +26.0% | +19.8% |
| YTD | -20.8% | -25.4% | +4.6% | -30.6% |
| 1Y | -9.2% | -28.8% | +19.6% | -22.3% |
| 3Y | -21.8% | -80.9% | +59.1% | -64.8% |
| 5Y | -77.4% | -83.1% | +5.7% | -86.9% |
| All | -81.2% | -89.2% | +8.0% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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