-5.8%
PATH vs EWT
+56.8%
-62.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +2.1% | +9.1% | -7.0% | +1.1% |
| 30D | +1.6% | -12.2% | +13.8% | +2.6% |
| 3M | -20.4% | -9.4% | -11.0% | -20.1% |
| 6M | +40.1% | +2.7% | +37.5% | +38.0% |
| YTD | -19.0% | +53.3% | -72.3% | -30.1% |
| 1Y | -5.8% | +59.2% | -65.0% | -20.4% |
| All | -5.8% | +56.8% | -62.6% | -20.4% |
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