-21.8%
PATH vs EAT
+503.3%
-525.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.5% | -0.2% | -3.0% |
| 7D | -5.6% | -3.3% | -2.3% | -5.0% |
| 30D | -0.7% | +11.7% | -12.4% | -3.0% |
| 3M | -5.9% | -5.9% | 0.0% | -5.5% |
| 6M | +21.6% | +46.7% | -25.1% | +10.3% |
| YTD | -20.6% | +48.2% | -68.8% | -29.0% |
| 1Y | -10.6% | +105.4% | -116.0% | -27.0% |
| All | -21.8% | +503.3% | -525.1% | -69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling