-81.2%
PATH vs EMB
+8.3%
-89.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | -0.1% | -5.2% | -5.0% |
| 30D | -0.5% | +1.3% | -1.8% | -3.3% |
| 3M | -7.1% | -2.7% | -4.4% | -1.1% |
| 6M | +23.8% | -2.8% | +26.6% | +32.3% |
| YTD | -20.7% | -1.1% | -19.6% | -19.1% |
| 1Y | -8.1% | 0.0% | -8.0% | -8.7% |
| 3Y | -21.8% | +28.8% | -50.6% | -56.4% |
| 5Y | -76.8% | +6.0% | -82.8% | -80.6% |
| All | -81.2% | +8.3% | -89.5% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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