-81.2%
PATH vs EQT
+211.2%
-292.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.4% |
| 7D | -5.3% | -10.5% | +5.2% | -3.1% |
| 30D | -0.5% | -5.3% | +4.7% | +0.5% |
| 3M | -7.1% | -4.0% | -3.2% | -6.5% |
| 6M | +23.8% | -13.3% | +37.1% | +26.9% |
| YTD | -20.7% | -6.7% | -14.0% | -20.4% |
| 1Y | -8.1% | -11.2% | +3.1% | -6.9% |
| 3Y | -21.8% | +21.6% | -43.4% | -27.7% |
| 5Y | -76.8% | +158.6% | -235.4% | -82.6% |
| All | -81.2% | +211.2% | -292.4% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling