-5.8%
PATH vs AEM
+3.6%
-9.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.1% | -6.8% | +8.9% | +2.4% |
| 30D | +1.6% | +0.8% | +0.8% | +1.4% |
| 3M | -20.4% | -0.8% | -19.6% | -20.2% |
| 6M | +40.1% | -8.5% | +48.6% | +41.3% |
| YTD | -19.0% | +5.9% | -25.0% | -26.4% |
| 1Y | -5.8% | +6.6% | -12.4% | -15.7% |
| All | -5.8% | +3.6% | -9.4% | -15.7% |
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