-22.9%
PATH vs EQH
+129.3%
-152.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.9% |
| 7D | +2.1% | +6.5% | -4.5% | -1.1% |
| 30D | +1.6% | +6.1% | -4.5% | -1.5% |
| 3M | -20.4% | +6.2% | -26.7% | -23.1% |
| 6M | +40.1% | +38.1% | +2.1% | +17.3% |
| YTD | -19.0% | +20.2% | -39.2% | -27.4% |
| 1Y | -5.8% | +27.6% | -33.4% | -18.6% |
| 3Y | -22.9% | +128.8% | -151.7% | -64.2% |
| All | -22.9% | +129.3% | -152.3% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 3y: compounded portfolio wealth divided by compounded EQH 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…
3y analysis · Full analysis span regression · 6 months rolling