-81.2%
PATH vs SEI
+629.8%
-710.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.5% | -0.9% |
| 7D | -2.7% | -4.3% | +1.6% | -2.7% |
| 30D | -3.7% | -18.0% | +14.3% | -2.6% |
| 3M | -13.8% | +8.2% | -22.0% | -15.9% |
| 6M | +20.3% | -13.9% | +34.2% | +18.9% |
| YTD | -20.8% | +37.0% | -57.8% | -28.1% |
| 1Y | -9.2% | +24.5% | -33.7% | -16.5% |
| 3Y | -21.8% | +681.1% | -702.8% | -50.3% |
| 5Y | -77.4% | +787.5% | -864.9% | -86.4% |
| All | -81.2% | +629.8% | -710.9% | -88.9% |
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