-81.0%
PATH vs SSNC
+19.6%
-100.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +1.6% |
| 7D | -2.7% | -0.2% | -2.6% | -2.6% |
| 30D | -1.4% | -1.9% | +0.6% | -0.4% |
| 3M | -16.4% | -0.2% | -16.3% | -16.7% |
| 6M | +23.3% | +19.4% | +3.9% | +1.7% |
| YTD | -19.8% | -8.1% | -11.7% | -13.2% |
| 1Y | -8.6% | -5.3% | -3.3% | -4.0% |
| 3Y | -24.0% | +56.9% | -81.0% | -56.8% |
| 5Y | -77.1% | +8.0% | -85.2% | -81.9% |
| All | -81.0% | +19.6% | -100.6% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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