+37.2%
PATH vs SEI
+12.1%
+25.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.4% | -20.1% | -16.2% |
| 7D | -16.3% | +10.2% | -26.6% | -15.3% |
| 30D | +9.9% | -1.0% | +10.9% | +10.0% |
| 3M | +30.2% | -27.9% | +58.1% | +27.0% |
| 6M | +37.2% | +10.4% | +26.8% | +29.3% |
| All | +37.2% | +12.1% | +25.2% | +29.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling