-81.2%
PATH vs EIX
+25.9%
-107.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.1% |
| 7D | -5.3% | +1.0% | -6.3% | -5.4% |
| 30D | -0.5% | +9.1% | -9.7% | -1.2% |
| 3M | -7.1% | -10.2% | +3.1% | -6.9% |
| 6M | +23.8% | -11.2% | +35.1% | +23.5% |
| YTD | -20.7% | +4.5% | -25.2% | -24.5% |
| 1Y | -8.1% | +10.9% | -18.9% | -13.8% |
| 3Y | -21.8% | +8.4% | -30.2% | -29.2% |
| 5Y | -76.8% | +18.0% | -94.8% | -79.6% |
| All | -81.2% | +25.9% | -107.1% | -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