-77.0%
PATH vs EXPE
+43.3%
-120.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +2.3% |
| 7D | -5.3% | -9.3% | +4.0% | -1.7% |
| 30D | -0.5% | +0.1% | -0.7% | -2.1% |
| 3M | -7.1% | -15.3% | +8.2% | -1.3% |
| 6M | +23.8% | +5.5% | +18.3% | +17.4% |
| YTD | -20.7% | -8.0% | -12.7% | -21.0% |
| 1Y | -8.1% | +18.9% | -26.9% | -21.4% |
| 3Y | -21.8% | +135.5% | -157.4% | -59.2% |
| All | -77.0% | +43.3% | -120.3% | -85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling