-78.0%
PATH vs EAT
+243.7%
-321.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.6% | -17.2% | -16.8% |
| 7D | -16.3% | 0.0% | -16.3% | -16.4% |
| 30D | +9.9% | +1.9% | +8.0% | +8.3% |
| 3M | +30.2% | +68.7% | -38.5% | +6.9% |
| 6M | +37.2% | +66.9% | -29.7% | +10.7% |
| YTD | -7.3% | +60.4% | -67.7% | -24.4% |
| 1Y | +40.0% | +44.0% | -4.0% | +17.6% |
| 3Y | -4.4% | +604.7% | -609.1% | -64.0% |
| 5Y | -76.0% | +347.0% | -423.1% | -90.9% |
| All | -78.0% | +243.7% | -321.6% | -91.1% |
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 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