-81.2%
PATH vs AEM
+226.2%
-307.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | -5.3% | +15.8% | -21.2% | -7.1% |
| 30D | -0.5% | +6.2% | -6.7% | -1.4% |
| 3M | -7.1% | +14.3% | -21.5% | -8.9% |
| 6M | +23.8% | +1.4% | +22.4% | +22.9% |
| YTD | -20.7% | +13.7% | -34.4% | -23.7% |
| 1Y | -8.1% | +21.3% | -29.4% | -12.5% |
| 3Y | -21.8% | +309.9% | -331.7% | -44.4% |
| 5Y | -76.8% | +301.0% | -377.8% | -84.0% |
| All | -81.2% | +226.2% | -307.3% | -86.2% |
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