-81.1%
PATH vs VIAV
+57.9%
-139.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -10.5% | +6.8% | -1.7% |
| 7D | -5.6% | -21.1% | +15.5% | -1.5% |
| 30D | -0.7% | -45.4% | +44.7% | +10.9% |
| 3M | -5.9% | -32.4% | +26.5% | -1.2% |
| 6M | +21.6% | -51.3% | +72.9% | +35.2% |
| YTD | -20.6% | +47.6% | -68.2% | -47.9% |
| 1Y | -10.6% | +50.8% | -61.4% | -42.2% |
| 3Y | -24.9% | +216.5% | -241.4% | -71.3% |
| 5Y | -76.8% | +66.6% | -143.4% | -85.0% |
| All | -81.1% | +57.9% | -139.0% | -87.4% |
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