-8.6%
PATH vs SEI
+22.6%
-31.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.5% | +0.4% |
| 7D | -2.7% | -4.3% | +1.6% | -2.9% |
| 30D | -3.7% | -18.0% | +14.3% | -4.8% |
| 3M | -13.8% | +8.2% | -22.0% | -12.4% |
| 6M | +20.3% | -13.9% | +34.2% | +22.2% |
| YTD | -20.8% | +37.0% | -57.8% | -26.8% |
| All | -8.6% | +22.6% | -31.2% | -13.1% |
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