-22.9%
PATH vs SYK
+14.9%
-37.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.6% |
| 7D | +2.1% | -5.0% | +7.1% | +3.6% |
| 30D | +1.6% | +9.9% | -8.3% | -1.7% |
| 3M | -20.4% | -8.9% | -11.5% | -18.7% |
| 6M | +40.1% | +3.1% | +37.0% | +36.7% |
| YTD | -19.0% | -11.1% | -7.9% | -17.1% |
| 1Y | -5.8% | -16.2% | +10.3% | -0.6% |
| 3Y | -22.9% | +13.2% | -36.1% | -26.0% |
| All | -22.9% | +14.9% | -37.8% | -26.0% |
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