-80.8%
PATH vs EEM
+28.7%
-109.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +2.1% | +2.7% | -0.6% | -0.9% |
| 30D | +1.6% | -5.4% | +7.0% | +7.5% |
| 3M | -20.4% | -8.6% | -11.8% | -13.6% |
| 6M | +40.1% | -8.9% | +49.0% | +47.5% |
| YTD | -19.0% | +11.9% | -31.0% | -39.3% |
| 1Y | -5.8% | +13.1% | -18.9% | -30.5% |
| 3Y | -22.9% | +70.7% | -93.6% | -71.3% |
| 5Y | -75.3% | +31.8% | -107.1% | -85.6% |
| All | -80.8% | +28.7% | -109.5% | -88.2% |
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