-81.0%
PATH vs SEI
+655.3%
-736.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.7% | -2.3% | +2.0% |
| 7D | -2.7% | +12.4% | -15.2% | -3.9% |
| 30D | -1.4% | -18.3% | +16.9% | -0.2% |
| 3M | -16.4% | +10.4% | -26.9% | -18.7% |
| 6M | +23.3% | -12.9% | +36.1% | +21.8% |
| YTD | -19.8% | +41.8% | -61.7% | -27.4% |
| 1Y | -8.6% | +30.3% | -38.9% | -16.3% |
| 3Y | -24.0% | +697.3% | -721.4% | -51.8% |
| 5Y | -77.1% | +877.0% | -954.1% | -86.3% |
| All | -81.0% | +655.3% | -736.2% | -88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling