-81.2%
PATH vs EEM
+25.4%
-106.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -2.5% |
| 7D | -5.3% | -2.8% | -2.5% | -2.5% |
| 30D | -0.5% | -11.9% | +11.4% | +14.0% |
| 3M | -7.1% | -8.8% | +1.6% | +0.9% |
| 6M | +23.8% | -11.6% | +35.4% | +34.7% |
| YTD | -20.7% | +9.0% | -29.7% | -38.7% |
| 1Y | -8.1% | +10.6% | -18.6% | -30.6% |
| 3Y | -21.8% | +64.4% | -86.2% | -69.4% |
| 5Y | -76.8% | +31.0% | -107.9% | -86.4% |
| All | -81.2% | +25.4% | -106.5% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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