-10.6%
PATH vs STLA
-55.9%
+45.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -3.5% |
| 7D | -5.6% | -5.5% | -0.1% | -5.4% |
| 30D | -0.7% | -3.7% | +3.0% | -0.6% |
| 3M | -5.9% | -21.1% | +15.3% | -5.8% |
| 6M | +21.6% | -38.3% | +59.9% | +19.8% |
| YTD | -20.6% | -59.2% | +38.6% | -18.9% |
| 1Y | -10.6% | -56.7% | +46.1% | -15.2% |
| All | -10.6% | -55.9% | +45.3% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling