-18.8%
PATH vs EXPE
+181.4%
-200.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.5% | -7.6% | -0.7% |
| 7D | -4.8% | +14.6% | -19.4% | -9.5% |
| 30D | +2.7% | +21.4% | -18.8% | -4.5% |
| 3M | -4.2% | +1.4% | -5.6% | -5.6% |
| 6M | +24.7% | +28.6% | -3.9% | +13.1% |
| YTD | -17.6% | +12.1% | -29.7% | -22.9% |
| 1Y | -5.3% | +50.0% | -55.3% | -20.5% |
| All | -18.8% | +181.4% | -200.2% | -57.2% |
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