+40.0%
PATH vs AEIS
+93.3%
-53.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +2.4% | -19.0% | -16.6% |
| 7D | -16.3% | +3.0% | -19.3% | -16.2% |
| 30D | +9.9% | -14.6% | +24.6% | +9.6% |
| 3M | +30.2% | -12.4% | +42.6% | +29.6% |
| 6M | +37.2% | -15.0% | +52.2% | +35.3% |
| YTD | -7.3% | +34.3% | -41.6% | -24.2% |
| 1Y | +40.0% | +87.4% | -47.4% | +2.1% |
| All | +40.0% | +93.3% | -53.3% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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