-80.4%
PATH vs EXE
+145.3%
-225.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.9% | +5.8% | +3.6% |
| 7D | -4.8% | -4.7% | -0.1% | -3.7% |
| 30D | +2.7% | +1.0% | +1.6% | +2.2% |
| 3M | -4.2% | -5.6% | +1.4% | -2.9% |
| 6M | +24.7% | -12.3% | +37.1% | +28.4% |
| YTD | -17.6% | -19.5% | +1.9% | -13.7% |
| 1Y | -5.3% | -18.9% | +13.5% | -1.3% |
| 3Y | -22.0% | +6.3% | -28.3% | -25.8% |
| 5Y | -76.5% | +68.0% | -144.6% | -79.8% |
| All | -80.4% | +145.3% | -225.8% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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