-81.4%
PATH vs AEM
+224.3%
-305.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.1% | +4.0% | -0.5% |
| 7D | -2.3% | +13.9% | -16.1% | -3.9% |
| 30D | -4.8% | +0.8% | -5.6% | -5.1% |
| 3M | -17.7% | +5.8% | -23.5% | -18.6% |
| 6M | +18.9% | -1.0% | +19.9% | +18.4% |
| YTD | -21.7% | +13.1% | -34.8% | -24.6% |
| 1Y | -9.6% | +14.4% | -24.1% | -13.3% |
| 3Y | -25.8% | +325.7% | -351.5% | -47.7% |
| 5Y | -77.1% | +273.7% | -350.8% | -84.0% |
| All | -81.4% | +224.3% | -305.7% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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