-75.7%
PATH vs EQH
+93.2%
-168.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -15.9% |
| 7D | -16.3% | +5.5% | -21.8% | -19.3% |
| 30D | +9.9% | +3.2% | +6.7% | +7.4% |
| 3M | +30.2% | +32.5% | -2.4% | +6.1% |
| 6M | +37.2% | +33.7% | +3.5% | +9.5% |
| YTD | -7.3% | +13.4% | -20.8% | -17.1% |
| 1Y | +40.0% | +0.6% | +39.4% | +35.6% |
| 3Y | -4.4% | +95.1% | -99.5% | -50.0% |
| All | -75.7% | +93.2% | -168.9% | -87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling