-8.6%
PATH vs SCHG
+4.9%
-13.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +0.5% |
| 7D | -2.7% | -0.9% | -1.9% | -1.9% |
| 30D | -1.4% | -5.9% | +4.6% | +6.2% |
| 3M | -16.4% | -3.4% | -13.1% | -12.8% |
| 6M | +23.3% | +1.1% | +22.2% | +23.2% |
| YTD | -19.8% | +5.9% | -25.7% | -19.6% |
| 1Y | -8.6% | +4.6% | -13.2% | -6.1% |
| All | -8.6% | +4.9% | -13.4% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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