-80.4%
PATH vs VRTX
+148.7%
-229.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.4% | -0.5% | +2.0% |
| 7D | -4.8% | +3.7% | -8.4% | -5.8% |
| 30D | +2.7% | +9.0% | -6.4% | +0.2% |
| 3M | -4.2% | +14.7% | -18.9% | -7.6% |
| 6M | +24.7% | +27.7% | -3.0% | +16.9% |
| YTD | -17.6% | +21.1% | -38.7% | -21.9% |
| 1Y | -5.3% | +30.2% | -35.5% | -12.3% |
| 3Y | -22.0% | +45.9% | -67.9% | -32.5% |
| 5Y | -76.5% | +182.7% | -259.2% | -82.6% |
| All | -80.4% | +148.7% | -229.1% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling