-80.4%
PATH vs TECH
-27.9%
-52.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.8% |
| 7D | -4.8% | +0.1% | -4.8% | -4.8% |
| 30D | +2.7% | +0.2% | +2.5% | +2.5% |
| 3M | -4.2% | +1.0% | -5.2% | -4.7% |
| 6M | +24.7% | +33.3% | -8.5% | +2.7% |
| YTD | -17.6% | +24.2% | -41.8% | -30.3% |
| 1Y | -5.3% | +19.7% | -25.0% | -18.7% |
| 3Y | -22.0% | +25.8% | -47.8% | -42.4% |
| 5Y | -76.5% | -39.9% | -36.6% | -68.4% |
| All | -80.4% | -27.9% | -52.5% | -78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling