-24.2%
PATH vs SYK
-1.3%
-22.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -8.8% | +1.0% | -4.5% |
| 7D | -22.8% | -12.9% | -9.9% | -18.8% |
| 30D | -6.9% | -18.5% | +11.6% | -0.1% |
| 3M | +25.4% | -8.1% | +33.5% | +27.7% |
| 6M | +18.1% | -23.8% | +41.9% | +30.8% |
| YTD | -14.5% | -20.9% | +6.4% | -8.1% |
| 1Y | +18.7% | -29.0% | +47.7% | +35.9% |
| 3Y | -24.2% | -1.7% | -22.5% | -30.5% |
| All | -24.2% | -1.3% | -22.9% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 3y: compounded portfolio wealth divided by compounded SYK 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…
3y analysis · Full analysis span regression · 6 months rolling