+40.0%
PATH vs VRTX
+37.4%
+2.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.1% | -14.5% | -16.2% |
| 7D | -16.3% | +0.8% | -17.1% | -16.3% |
| 30D | +9.9% | +12.6% | -2.7% | +7.9% |
| 3M | +30.2% | +23.6% | +6.5% | +27.3% |
| 6M | +37.2% | +14.3% | +22.9% | +36.3% |
| YTD | -7.3% | +20.5% | -27.8% | -8.9% |
| 1Y | +40.0% | +37.6% | +2.4% | +38.6% |
| All | +40.0% | +37.4% | +2.6% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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