-75.6%
PATH vs SEI
+867.5%
-943.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +0.7% | +27.6% | -26.9% | -1.6% |
| 30D | -1.1% | -17.1% | +16.0% | -0.1% |
| 3M | -14.2% | +4.6% | -18.7% | -15.9% |
| 6M | +30.9% | -15.1% | +45.9% | +29.9% |
| YTD | -20.1% | +41.2% | -61.2% | -27.6% |
| 1Y | -8.1% | +37.5% | -45.6% | -16.5% |
| 3Y | -24.3% | +693.7% | -717.9% | -52.2% |
| 5Y | -75.6% | +901.7% | -977.3% | -86.0% |
| All | -75.6% | +867.5% | -943.1% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling