+28.7%
PATH vs IEF
-1.2%
+29.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | -0.3% | -16.0% | -16.4% |
| 30D | +9.9% | -0.8% | +10.7% | +9.4% |
| 3M | +30.2% | -1.0% | +31.1% | +28.7% |
| 6M | +37.2% | -2.8% | +40.0% | +27.2% |
| YTD | -7.3% | -1.5% | -5.8% | -8.8% |
| All | +28.7% | -1.2% | +29.9% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling