-80.4%
PATH vs EEM
+30.2%
-110.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.0% |
| 7D | -4.8% | -3.0% | -1.8% | -1.6% |
| 30D | +2.7% | -10.3% | +13.0% | +15.6% |
| 3M | -4.2% | -6.6% | +2.5% | +1.8% |
| 6M | +24.7% | -3.4% | +28.1% | +21.3% |
| YTD | -17.6% | +13.2% | -30.8% | -38.8% |
| 1Y | -5.3% | +15.0% | -20.3% | -31.4% |
| 3Y | -22.0% | +72.1% | -94.1% | -71.1% |
| 5Y | -76.5% | +35.9% | -112.5% | -86.7% |
| All | -80.4% | +30.2% | -110.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling