-76.5%
PATH vs EXPD
+63.6%
-140.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.2% | +6.1% | +4.8% |
| 7D | -4.8% | +0.3% | -5.1% | -5.1% |
| 30D | +2.7% | +1.8% | +0.8% | +1.4% |
| 3M | -4.2% | +8.9% | -13.1% | -9.2% |
| 6M | +24.7% | +42.2% | -17.5% | +0.4% |
| YTD | -17.6% | +33.4% | -50.9% | -32.2% |
| 1Y | -5.3% | +47.2% | -52.5% | -27.1% |
| 3Y | -22.0% | +81.3% | -103.3% | -52.1% |
| 5Y | -76.5% | +60.2% | -136.7% | -87.1% |
| All | -76.5% | +63.6% | -140.1% | -87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling