-5.8%
PATH vs EIX
+8.9%
-14.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.4% |
| 7D | +2.1% | +1.4% | +0.7% | +2.5% |
| 30D | +1.6% | +8.5% | -6.9% | +4.4% |
| 3M | -20.4% | -13.5% | -7.0% | -23.7% |
| 6M | +40.1% | -12.4% | +52.5% | +37.1% |
| YTD | -19.0% | +5.9% | -24.9% | -9.8% |
| 1Y | -5.8% | +7.6% | -13.4% | +6.3% |
| All | -5.8% | +8.9% | -14.7% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling