-81.1%
PATH vs EIX
+29.1%
-110.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -3.6% |
| 7D | -5.6% | +2.5% | -8.1% | -5.8% |
| 30D | -0.7% | +14.1% | -14.8% | -1.7% |
| 3M | -5.9% | -9.4% | +3.6% | -5.6% |
| 6M | +21.6% | -9.1% | +30.7% | +21.0% |
| YTD | -20.6% | +7.1% | -27.8% | -24.6% |
| 1Y | -10.6% | +13.3% | -23.8% | -16.3% |
| 3Y | -24.9% | +10.9% | -35.8% | -32.0% |
| 5Y | -76.8% | +21.0% | -97.8% | -79.6% |
| All | -81.1% | +29.1% | -110.3% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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