+40.0%
PATH vs SYY
+1.0%
+39.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.3% | -15.4% | -17.1% |
| 7D | -16.3% | -2.3% | -14.0% | -17.2% |
| 30D | +9.9% | -4.9% | +14.9% | +7.6% |
| 3M | +30.2% | +8.4% | +21.8% | +35.1% |
| 6M | +37.2% | -7.4% | +44.6% | +33.0% |
| YTD | -7.3% | +11.0% | -18.3% | +2.7% |
| 1Y | +40.0% | -0.2% | +40.2% | +36.0% |
| All | +40.0% | +1.0% | +39.0% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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