-81.4%
PATH vs AEE
+54.8%
-136.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -2.3% | +3.0% | -5.3% | -2.2% |
| 30D | -4.8% | +11.2% | -16.1% | -4.5% |
| 3M | -17.7% | +7.0% | -24.7% | -17.5% |
| 6M | +18.9% | +5.7% | +13.2% | +19.1% |
| YTD | -21.7% | +16.2% | -38.0% | -22.5% |
| 1Y | -9.6% | +12.0% | -21.7% | -10.1% |
| 3Y | -25.8% | +63.4% | -89.2% | -30.4% |
| 5Y | -77.1% | +56.0% | -133.1% | -77.8% |
| All | -81.4% | +54.8% | -136.2% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling