-81.4%
PATH vs AEIS
+108.3%
-189.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.2% | -1.6% |
| 7D | -2.3% | -6.9% | +4.6% | -0.6% |
| 30D | -4.8% | -23.2% | +18.4% | +3.3% |
| 3M | -17.7% | -29.5% | +11.8% | -9.4% |
| 6M | +18.9% | -37.9% | +56.8% | +30.9% |
| YTD | -21.7% | +6.0% | -27.7% | -42.6% |
| 1Y | -9.6% | +1.2% | -10.9% | -32.0% |
| 3Y | -25.8% | +150.0% | -175.8% | -72.9% |
| 5Y | -77.1% | +141.9% | -219.0% | -91.9% |
| All | -81.4% | +108.3% | -189.7% | -93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling