-8.1%
PATH vs AEM
+20.1%
-28.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | -5.3% | +15.8% | -21.2% | -6.0% |
| 30D | -0.5% | +6.2% | -6.7% | -0.9% |
| 3M | -7.1% | +14.3% | -21.5% | -7.3% |
| 6M | +23.8% | +1.4% | +22.4% | +24.2% |
| YTD | -20.7% | +13.7% | -34.4% | -27.0% |
| 1Y | -8.1% | +21.3% | -29.4% | -18.8% |
| All | -8.1% | +20.1% | -28.1% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling