-81.4%
PATH vs EQT
+227.6%
-309.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.3% | -2.0% |
| 7D | -2.3% | -3.8% | +1.6% | -1.5% |
| 30D | -4.8% | -1.3% | -3.6% | -4.7% |
| 3M | -17.7% | -3.5% | -14.2% | -17.2% |
| 6M | +18.9% | -6.5% | +25.4% | +19.9% |
| YTD | -21.7% | -1.8% | -19.9% | -22.3% |
| 1Y | -9.6% | -10.7% | +1.1% | -8.5% |
| 3Y | -25.8% | +38.5% | -64.4% | -33.3% |
| 5Y | -77.1% | +185.2% | -262.3% | -83.1% |
| All | -81.4% | +227.6% | -309.0% | -86.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling