-81.1%
PATH vs SEI
+489.2%
-570.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.3% | +8.6% | -2.6% |
| 7D | -5.6% | -26.9% | +21.3% | -3.1% |
| 30D | -0.7% | -36.6% | +35.9% | +3.0% |
| 3M | -5.9% | -8.9% | +3.0% | -6.7% |
| 6M | +21.6% | -33.0% | +54.5% | +23.3% |
| YTD | -20.6% | +10.6% | -31.3% | -26.4% |
| 1Y | -10.6% | -4.7% | -5.9% | -15.4% |
| 3Y | -24.9% | +487.9% | -512.8% | -50.7% |
| 5Y | -76.8% | +615.7% | -692.5% | -85.7% |
| All | -81.1% | +489.2% | -570.3% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling