-76.8%
PATH vs EXR
-1.5%
-75.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.4% |
| 7D | -5.6% | +6.8% | -12.4% | -8.8% |
| 30D | -0.7% | +19.6% | -20.3% | -9.7% |
| 3M | -5.9% | +8.0% | -13.8% | -9.6% |
| 6M | +21.6% | +17.2% | +4.4% | +11.3% |
| YTD | -20.6% | +27.2% | -47.8% | -31.8% |
| 1Y | -10.6% | +26.1% | -36.7% | -23.0% |
| 3Y | -24.9% | +70.7% | -95.6% | -51.1% |
| 5Y | -76.8% | +1.0% | -77.8% | -78.5% |
| All | -76.8% | -1.5% | -75.3% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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