-21.8%
PATH vs MET
+75.0%
-96.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -2.3% |
| 3M | -7.1% | -1.1% | -6.0% | -6.8% |
| 6M | +23.8% | +25.0% | -1.2% | +9.9% |
| YTD | -20.7% | +27.9% | -48.6% | -30.8% |
| 1Y | -8.1% | +32.9% | -40.9% | -21.8% |
| 3Y | -21.8% | +78.8% | -100.6% | -48.3% |
| All | -21.8% | +75.0% | -96.8% | -48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling