-9.6%
PATH vs EQT
-10.0%
+0.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.3% | -1.1% |
| 7D | -2.3% | -3.8% | +1.6% | -2.4% |
| 30D | -4.8% | -1.3% | -3.6% | -4.7% |
| 3M | -17.7% | -3.5% | -14.2% | -17.7% |
| 6M | +18.9% | -6.5% | +25.4% | +20.6% |
| YTD | -21.7% | -1.8% | -19.9% | -22.3% |
| 1Y | -9.6% | -10.7% | +1.1% | -9.2% |
| All | -9.6% | -10.0% | +0.4% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling