-77.1%
PATH vs EAT
+342.4%
-419.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +3.0% | +0.3% |
| 7D | -2.3% | -5.9% | +3.6% | -0.2% |
| 30D | -4.8% | +0.7% | -5.5% | -5.7% |
| 3M | -17.7% | -14.2% | -3.5% | -14.6% |
| 6M | +18.9% | +40.7% | -21.8% | +1.3% |
| YTD | -21.7% | +36.0% | -57.7% | -34.1% |
| 1Y | -9.6% | +83.1% | -92.7% | -33.7% |
| 3Y | -25.8% | +474.8% | -500.7% | -74.0% |
| 5Y | -77.1% | +347.6% | -424.7% | -92.2% |
| All | -77.1% | +342.4% | -419.5% | -92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling