-6.1%
PATH vs IEFA
+67.4%
-73.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.1% | -16.8% | -16.8% |
| 7D | -16.3% | +0.6% | -16.9% | -16.8% |
| 30D | +9.9% | +1.0% | +8.9% | +8.8% |
| 3M | +30.2% | +4.7% | +25.4% | +24.3% |
| 6M | +37.2% | +8.6% | +28.6% | +24.6% |
| YTD | -7.3% | +14.8% | -22.2% | -22.7% |
| 1Y | +40.0% | +22.6% | +17.4% | +6.9% |
| All | -6.1% | +67.4% | -73.6% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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