-81.4%
PATH vs SEI
+621.1%
-702.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | -2.3% | -10.8% | +8.5% | -1.6% |
| 30D | -4.8% | -19.0% | +14.2% | -3.6% |
| 3M | -17.7% | +5.8% | -23.5% | -19.6% |
| 6M | +18.9% | -14.9% | +33.8% | +17.7% |
| YTD | -21.7% | +35.4% | -57.1% | -28.8% |
| 1Y | -9.6% | +23.9% | -33.5% | -16.9% |
| 3Y | -25.8% | +661.3% | -687.1% | -52.7% |
| 5Y | -77.1% | +822.2% | -899.3% | -86.2% |
| All | -81.4% | +621.1% | -702.5% | -89.0% |
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