-80.4%
PATH vs EAT
+229.1%
-309.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.3% | -3.4% | +0.8% |
| 7D | -4.8% | -0.1% | -4.7% | -4.8% |
| 30D | +2.7% | +13.5% | -10.9% | -2.1% |
| 3M | -4.2% | +1.0% | -5.2% | -6.1% |
| 6M | +24.7% | +57.3% | -32.5% | +3.8% |
| YTD | -17.6% | +53.6% | -71.2% | -32.3% |
| 1Y | -5.3% | +110.8% | -116.1% | -31.9% |
| 3Y | -22.0% | +524.8% | -546.8% | -69.2% |
| 5Y | -76.5% | +416.1% | -492.6% | -91.1% |
| All | -80.4% | +229.1% | -309.5% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling