-6.1%
PATH vs TECH
-6.2%
+0.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | +0.1% | -16.4% | -16.3% |
| 30D | +9.9% | +0.7% | +9.2% | +9.7% |
| 3M | +30.2% | +36.3% | -6.2% | +15.4% |
| 6M | +37.2% | +25.6% | +11.6% | +23.8% |
| YTD | -7.3% | +23.7% | -31.0% | -16.1% |
| 1Y | +40.0% | +37.6% | +2.4% | +19.3% |
| All | -6.1% | -6.2% | +0.1% | -24.1% |
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