-77.0%
PATH vs EEM
+30.1%
-107.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.9% |
| 3M | -7.1% | -8.8% | +1.6% | +0.9% |
| 6M | +23.8% | -11.6% | +35.4% | +34.6% |
| YTD | -20.7% | +9.0% | -29.7% | -39.2% |
| 1Y | -8.1% | +10.6% | -18.6% | -31.1% |
| 3Y | -21.8% | +64.4% | -86.2% | -70.4% |
| All | -77.0% | +30.1% | -107.1% | -86.9% |
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