-81.2%
PATH vs VIAV
+70.9%
-152.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.3% | -8.3% | -1.7% |
| 7D | -5.3% | -4.8% | -0.5% | -4.6% |
| 30D | -0.5% | -38.5% | +37.9% | +8.4% |
| 3M | -7.1% | -29.9% | +22.7% | -3.1% |
| 6M | +23.8% | -46.3% | +70.1% | +34.7% |
| YTD | -20.7% | +59.8% | -80.4% | -48.8% |
| 1Y | -8.1% | +62.3% | -70.4% | -41.4% |
| 3Y | -21.8% | +243.0% | -264.8% | -70.7% |
| 5Y | -76.8% | +80.3% | -157.1% | -85.2% |
| All | -81.2% | +70.9% | -152.0% | -87.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling