-78.0%
PATH vs SSNC
+26.0%
-103.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.5% | -15.4% |
| 7D | -16.3% | +0.6% | -16.9% | -16.7% |
| 30D | +9.9% | +6.0% | +3.9% | +3.7% |
| 3M | +30.2% | +21.0% | +9.2% | +6.5% |
| 6M | +37.2% | +12.1% | +25.1% | +22.0% |
| YTD | -7.3% | -3.2% | -4.1% | -4.2% |
| 1Y | +40.0% | -4.4% | +44.4% | +46.3% |
| 3Y | -4.4% | +51.6% | -56.0% | -42.5% |
| 5Y | -76.0% | +21.1% | -97.1% | -82.0% |
| All | -78.0% | +26.0% | -103.9% | -82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling