-76.8%
PATH vs EEM
+27.6%
-104.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.8% | +2.1% | +2.6% |
| 7D | -5.6% | -7.4% | +1.9% | +2.5% |
| 30D | -0.7% | -15.0% | +14.3% | +18.2% |
| 3M | -5.9% | -11.7% | +5.8% | +6.0% |
| 6M | +21.6% | -10.8% | +32.4% | +29.4% |
| YTD | -20.6% | +6.7% | -27.3% | -37.6% |
| 1Y | -10.6% | +7.4% | -18.0% | -30.5% |
| 3Y | -24.9% | +62.1% | -87.0% | -71.3% |
| 5Y | -76.8% | +28.2% | -105.0% | -86.6% |
| All | -76.8% | +27.6% | -104.4% | -86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling