-81.2%
PATH vs EAT
+208.4%
-289.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.9% |
| 7D | -5.3% | -2.6% | -2.7% | -4.5% |
| 30D | -0.5% | +11.5% | -12.0% | -4.6% |
| 3M | -7.1% | -9.1% | +2.0% | -5.7% |
| 6M | +23.8% | +40.4% | -16.6% | +7.2% |
| YTD | -20.7% | +43.9% | -64.6% | -33.4% |
| 1Y | -8.1% | +101.9% | -110.0% | -33.0% |
| 3Y | -21.8% | +489.9% | -511.7% | -68.6% |
| 5Y | -76.8% | +362.6% | -439.5% | -91.0% |
| All | -81.2% | +208.4% | -289.5% | -92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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