-80.4%
PATH vs SYY
+9.9%
-90.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -0.9% | +1.6% |
| 7D | -4.8% | -6.3% | +1.5% | -2.8% |
| 30D | +2.7% | +0.7% | +1.9% | +2.1% |
| 3M | -4.2% | -7.1% | +2.9% | -2.1% |
| 6M | +24.7% | +6.8% | +17.9% | +20.7% |
| YTD | -17.6% | +6.7% | -24.2% | -22.8% |
| 1Y | -5.3% | +7.5% | -12.9% | -11.9% |
| 3Y | -22.0% | +23.8% | -45.8% | -36.4% |
| 5Y | -76.5% | +12.4% | -88.9% | -78.7% |
| All | -80.4% | +9.9% | -90.3% | -84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling