+37.2%
PATH vs VRTX
+14.9%
+22.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.1% | -14.5% | -16.4% |
| 7D | -16.3% | +0.8% | -17.1% | -16.1% |
| 30D | +9.9% | +12.6% | -2.7% | +9.7% |
| 3M | +30.2% | +23.6% | +6.5% | +34.6% |
| 6M | +37.2% | +14.3% | +22.9% | +40.5% |
| All | +37.2% | +14.9% | +22.3% | +40.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling