-79.7%
PATH vs EQT
+246.2%
-325.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.1% | -7.7% | -7.7% |
| 7D | -22.8% | -0.8% | -21.9% | -22.6% |
| 30D | -6.9% | +6.6% | -13.5% | -8.1% |
| 3M | +25.4% | +4.4% | +21.1% | +23.9% |
| 6M | +18.1% | -10.5% | +28.6% | +20.3% |
| YTD | -14.5% | +3.7% | -18.3% | -15.9% |
| 1Y | +18.7% | +9.9% | +8.9% | +14.9% |
| 3Y | -24.2% | +35.4% | -59.5% | -31.3% |
| 5Y | -75.2% | +189.2% | -264.4% | -81.8% |
| All | -79.7% | +246.2% | -325.9% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EQT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling