-81.2%
PATH vs MET
+91.0%
-172.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.7% |
| 7D | -5.3% | -1.2% | -4.1% | -4.7% |
| 30D | -0.5% | +3.2% | -3.7% | -2.5% |
| 3M | -7.1% | -1.1% | -6.0% | -6.8% |
| 6M | +23.8% | +25.0% | -1.2% | +8.8% |
| YTD | -20.7% | +27.9% | -48.6% | -31.7% |
| 1Y | -8.1% | +32.9% | -40.9% | -22.8% |
| 3Y | -21.8% | +78.8% | -100.6% | -46.1% |
| 5Y | -76.8% | +79.6% | -156.4% | -83.2% |
| All | -81.2% | +91.0% | -172.2% | -85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 10y: compounded portfolio wealth divided by compounded MET 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…
10y analysis · Full analysis span regression · 6 months rolling