-21.8%
PATH vs EFX
+7.5%
-29.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +1.1% |
| 7D | -5.3% | +2.7% | -8.0% | -6.9% |
| 30D | -0.5% | +33.1% | -33.6% | -16.4% |
| 3M | -7.1% | +8.2% | -15.3% | -11.2% |
| 6M | +23.8% | +10.2% | +13.7% | +16.7% |
| YTD | -20.7% | -11.8% | -8.9% | -17.1% |
| 1Y | -8.1% | -6.1% | -2.0% | -7.2% |
| 3Y | -21.8% | +7.5% | -29.3% | -47.7% |
| All | -21.8% | +7.5% | -29.3% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 3y: compounded portfolio wealth divided by compounded EFX 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…
3y analysis · Full analysis span regression · 6 months rolling