-8.1%
PATH vs TECH
+21.1%
-29.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.3% | +0.2% | -5.5% | -5.3% |
| 30D | -0.5% | +0.3% | -0.9% | -0.6% |
| 3M | -7.1% | +1.3% | -8.5% | -7.4% |
| 6M | +23.8% | +54.0% | -30.2% | +10.7% |
| YTD | -20.7% | +24.3% | -45.0% | -24.1% |
| 1Y | -8.1% | +25.8% | -33.9% | -11.8% |
| All | -8.1% | +21.1% | -29.2% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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