-77.0%
PATH vs SCHW
+19.7%
-96.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | -5.3% | +3.9% | -9.2% | -7.2% |
| 30D | -0.5% | -4.3% | +3.7% | +1.6% |
| 3M | -7.1% | -14.8% | +7.6% | +0.9% |
| 6M | +23.8% | -0.1% | +23.9% | +22.9% |
| YTD | -20.7% | -7.5% | -13.2% | -18.1% |
| 1Y | -8.1% | -1.6% | -6.4% | -8.0% |
| 3Y | -21.8% | +71.4% | -93.3% | -43.7% |
| All | -77.0% | +19.7% | -96.7% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 5y: compounded portfolio wealth divided by compounded SCHW 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…
5y analysis · Full analysis span regression · 6 months rolling