-18.8%
PATH vs AEIS
+133.2%
-151.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -11.1% | +14.0% | +4.9% |
| 7D | -4.8% | -12.7% | +7.9% | -2.7% |
| 30D | +2.7% | -28.8% | +31.5% | +8.8% |
| 3M | -4.2% | -38.0% | +33.8% | +3.9% |
| 6M | +24.7% | -45.3% | +70.0% | +37.1% |
| YTD | -17.6% | +1.1% | -18.7% | -34.4% |
| 1Y | -5.3% | +8.6% | -14.0% | -28.0% |
| All | -18.8% | +133.2% | -151.9% | -61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling