-78.0%
PATH vs EQT
+246.5%
-324.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.8% | -15.8% | -16.5% |
| 7D | -16.3% | +1.1% | -17.4% | -16.5% |
| 30D | +9.9% | +7.7% | +2.2% | +8.2% |
| 3M | +30.2% | +0.2% | +30.0% | +29.7% |
| 6M | +37.2% | -9.5% | +46.7% | +39.4% |
| YTD | -7.3% | +3.8% | -11.2% | -8.9% |
| 1Y | +40.0% | +7.8% | +32.2% | +36.1% |
| 3Y | -4.4% | +30.1% | -34.5% | -12.7% |
| 5Y | -76.0% | +188.6% | -264.6% | -82.4% |
| All | -78.0% | +246.5% | -324.5% | -84.4% |
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