-81.4%
PATH vs SSNC
+18.7%
-100.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -2.4% |
| 7D | -2.3% | -2.5% | +0.3% | +0.3% |
| 30D | -4.8% | -2.7% | -2.1% | -3.1% |
| 3M | -17.7% | -0.8% | -16.9% | -17.4% |
| 6M | +18.9% | +15.5% | +3.4% | +1.5% |
| YTD | -21.7% | -8.8% | -12.9% | -14.6% |
| 1Y | -9.6% | -5.8% | -3.8% | -4.6% |
| 3Y | -25.8% | +55.7% | -81.5% | -57.4% |
| 5Y | -77.1% | +6.7% | -83.8% | -81.7% |
| All | -81.4% | +18.7% | -100.1% | -84.6% |
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