-81.1%
PATH vs EOSE
-85.1%
+3.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.1% | +8.4% | -2.1% |
| 7D | -5.6% | -5.1% | -0.5% | -5.1% |
| 30D | -0.7% | -42.3% | +41.6% | +5.8% |
| 3M | -5.9% | -50.8% | +44.9% | +1.1% |
| 6M | +21.6% | -69.8% | +91.4% | +36.2% |
| YTD | -20.6% | -83.6% | +63.0% | -7.3% |
| 1Y | -10.6% | -87.3% | +76.8% | +7.7% |
| 3Y | -24.9% | -4.6% | -20.3% | -43.4% |
| 5Y | -76.8% | -83.3% | +6.5% | -79.6% |
| All | -81.1% | -85.1% | +3.9% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 all: compounded portfolio wealth divided by compounded EOSE 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…
all analysis · Full analysis span regression · 6 months rolling