-81.2%
PATH vs AEIS
+85.1%
-166.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.1% | -6.2% | -2.4% |
| 7D | -5.3% | -11.3% | +6.0% | -2.0% |
| 30D | -0.5% | -32.6% | +32.1% | +13.8% |
| 3M | -7.1% | -39.2% | +32.0% | +8.5% |
| 6M | +23.8% | -45.4% | +69.2% | +43.6% |
| YTD | -20.7% | -5.8% | -14.9% | -39.0% |
| 1Y | -8.1% | -10.0% | +1.9% | -27.5% |
| 3Y | -21.8% | +121.2% | -143.0% | -70.0% |
| 5Y | -76.8% | +110.6% | -187.5% | -91.3% |
| All | -81.2% | +85.1% | -166.2% | -92.6% |
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