+21.6%
PATH vs SEI
-32.5%
+54.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.3% | +8.6% | -5.5% |
| 7D | -5.6% | -26.9% | +21.3% | -9.8% |
| 30D | -0.7% | -36.6% | +35.9% | -7.6% |
| 3M | -5.9% | -8.9% | +3.0% | -3.6% |
| 6M | +21.6% | -33.0% | +54.5% | +17.9% |
| All | +21.6% | -32.5% | +54.1% | +17.9% |
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