-21.8%
PATH vs TECH
+25.7%
-47.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.7% |
| 7D | -5.6% | -0.1% | -5.5% | -5.6% |
| 30D | -0.7% | +0.3% | -1.0% | -0.8% |
| 3M | -5.9% | +1.0% | -6.9% | -6.2% |
| 6M | +21.6% | +28.6% | -7.0% | +9.4% |
| YTD | -20.6% | +24.1% | -44.7% | -28.2% |
| 1Y | -10.6% | +21.9% | -32.5% | -18.8% |
| All | -21.8% | +25.7% | -47.5% | -39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling