-81.2%
PATH vs SEI
+573.3%
-654.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.3% | -14.4% | -1.4% |
| 7D | -5.3% | -18.3% | +13.0% | -3.9% |
| 30D | -0.5% | -24.4% | +23.9% | +1.4% |
| 3M | -7.1% | +1.5% | -8.7% | -9.0% |
| 6M | +23.8% | -25.1% | +48.9% | +24.3% |
| YTD | -20.7% | +26.4% | -47.1% | -27.4% |
| 1Y | -8.1% | +8.9% | -17.0% | -14.1% |
| 3Y | -21.8% | +586.7% | -608.5% | -49.6% |
| 5Y | -76.8% | +717.9% | -794.7% | -85.9% |
| All | -81.2% | +573.3% | -654.5% | -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