-80.4%
PATH vs SSNC
+19.8%
-100.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.6% | +4.5% | +4.6% |
| 7D | -4.8% | -1.1% | -3.6% | -3.8% |
| 30D | +2.7% | +0.6% | +2.0% | +0.9% |
| 3M | -4.2% | -1.5% | -2.7% | -3.2% |
| 6M | +24.7% | +15.8% | +8.9% | +6.2% |
| YTD | -17.6% | -8.0% | -9.6% | -10.9% |
| 1Y | -5.3% | -5.8% | +0.5% | +0.1% |
| 3Y | -22.0% | +58.2% | -80.2% | -56.0% |
| 5Y | -76.5% | +9.5% | -86.0% | -81.4% |
| All | -80.4% | +19.8% | -100.2% | -84.0% |
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