+23.8%
PATH vs SCHG
-0.8%
+24.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -1.4% |
| 7D | -5.3% | -3.4% | -1.9% | -1.1% |
| 30D | -0.5% | -10.1% | +9.6% | +16.1% |
| 3M | -7.1% | -6.3% | -0.8% | +1.8% |
| 6M | +23.8% | -1.8% | +25.6% | +28.9% |
| All | +23.8% | -0.8% | +24.6% | +28.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling