-6.1%
PATH vs EXPE
+176.2%
-182.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.7% | -14.9% | -16.0% |
| 7D | -16.3% | -9.5% | -6.8% | -13.3% |
| 30D | +9.9% | -6.6% | +16.5% | +12.1% |
| 3M | +30.2% | +31.4% | -1.2% | +17.7% |
| 6M | +37.2% | +35.2% | +2.0% | +22.3% |
| YTD | -7.3% | +5.8% | -13.1% | -11.1% |
| 1Y | +40.0% | +38.7% | +1.3% | +20.8% |
| All | -6.1% | +176.2% | -182.3% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 3y: compounded portfolio wealth divided by compounded EXPE 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…
3y analysis · Full analysis span regression · 6 months rolling