-76.8%
PATH vs SWK
-25.4%
-51.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | -2.4% |
| 7D | -5.6% | +11.3% | -16.8% | -11.0% |
| 30D | -0.7% | +28.1% | -28.8% | -13.0% |
| 3M | -5.9% | +12.6% | -18.5% | -12.1% |
| 6M | +21.6% | +51.7% | -30.1% | -4.2% |
| YTD | -20.6% | +60.0% | -80.6% | -40.7% |
| 1Y | -10.6% | +72.7% | -83.3% | -36.4% |
| 3Y | -24.9% | +46.3% | -71.2% | -45.1% |
| 5Y | -76.8% | -24.6% | -52.2% | -76.5% |
| All | -76.8% | -25.4% | -51.4% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 5y: compounded portfolio wealth divided by compounded SWK 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…
5y analysis · Full analysis span regression · 6 months rolling