-77.0%
PATH vs TECH
-40.1%
-36.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -5.3% | +0.2% | -5.5% | -5.4% |
| 30D | -0.5% | +0.3% | -0.9% | -0.7% |
| 3M | -7.1% | +1.3% | -8.5% | -7.8% |
| 6M | +23.8% | +54.0% | -30.2% | -4.7% |
| YTD | -20.7% | +24.3% | -45.0% | -32.9% |
| 1Y | -8.1% | +25.8% | -33.9% | -23.2% |
| 3Y | -21.8% | +26.0% | -47.8% | -42.6% |
| All | -77.0% | -40.1% | -36.9% | -67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling