+40.0%
PATH vs SEI
+105.8%
-65.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.4% | -20.1% | -16.6% |
| 7D | -16.3% | +10.2% | -26.6% | -16.3% |
| 30D | +9.9% | -1.0% | +10.9% | +9.9% |
| 3M | +30.2% | -27.9% | +58.1% | +31.4% |
| 6M | +37.2% | +10.4% | +26.8% | +32.4% |
| YTD | -7.3% | +20.1% | -27.5% | -13.8% |
| 1Y | +40.0% | +109.7% | -69.7% | +37.7% |
| All | +40.0% | +105.8% | -65.8% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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