-76.8%
PATH vs EXPE
+54.1%
-130.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.7% | +10.0% | +2.9% |
| 7D | -5.6% | -3.6% | -2.0% | -4.8% |
| 30D | -0.7% | +4.8% | -5.5% | -4.2% |
| 3M | -5.9% | -14.6% | +8.8% | -0.3% |
| 6M | +21.6% | +10.0% | +11.6% | +13.1% |
| YTD | -20.6% | -3.3% | -17.4% | -22.8% |
| 1Y | -10.6% | +28.4% | -39.0% | -26.4% |
| 3Y | -24.9% | +145.1% | -170.0% | -61.4% |
| 5Y | -76.8% | +51.6% | -128.5% | -85.5% |
| All | -76.8% | +54.1% | -130.9% | -85.5% |
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