-10.7%
PATH vs EWT
+51.9%
-62.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -1.0% |
| 7D | -2.3% | -3.7% | +1.4% | -1.9% |
| 30D | -4.8% | -17.2% | +12.4% | -3.4% |
| 3M | -17.7% | -7.3% | -10.4% | -17.5% |
| 6M | +18.9% | -1.5% | +20.4% | +17.9% |
| YTD | -21.7% | +49.0% | -70.8% | -32.4% |
| All | -10.7% | +51.9% | -62.6% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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