-5.3%
PATH vs VIAV
+72.0%
-77.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +2.6% |
| 7D | -4.8% | -14.7% | +9.9% | -6.4% |
| 30D | +2.7% | -37.4% | +40.0% | -3.0% |
| 3M | -4.2% | -27.1% | +22.9% | -6.0% |
| 6M | +24.7% | -44.0% | +68.8% | +20.6% |
| YTD | -17.6% | +64.9% | -82.4% | -23.0% |
| 1Y | -5.3% | +75.3% | -80.6% | -13.0% |
| All | -5.3% | +72.0% | -77.3% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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