-75.2%
PATH vs SEI
+889.7%
-964.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.4% |
| 7D | +2.1% | +10.5% | -8.4% | +1.1% |
| 30D | +1.6% | -8.0% | +9.6% | +1.7% |
| 3M | -20.4% | +6.7% | -27.2% | -22.2% |
| 6M | +40.1% | -17.0% | +57.2% | +39.4% |
| YTD | -19.0% | +39.7% | -58.7% | -26.6% |
| 1Y | -5.8% | +43.2% | -49.0% | -15.0% |
| 3Y | -22.9% | +676.3% | -699.3% | -51.2% |
| All | -75.2% | +889.7% | -964.9% | -85.8% |
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 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