+40.0%
PATH vs VIAV
+200.0%
-160.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.7% | -20.3% | -16.3% |
| 7D | -16.3% | -4.6% | -11.7% | -16.6% |
| 30D | +9.9% | -10.4% | +20.3% | +9.4% |
| 3M | +30.2% | -34.5% | +64.6% | +26.9% |
| 6M | +37.2% | +7.0% | +30.3% | +37.6% |
| YTD | -7.3% | +95.6% | -102.9% | -12.1% |
| 1Y | +40.0% | +197.2% | -157.2% | +19.3% |
| All | +40.0% | +200.0% | -160.0% | +19.3% |
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