-80.4%
PATH vs SEI
+571.8%
-652.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -16.9% | +19.8% | +4.4% |
| 7D | -4.8% | -16.4% | +11.6% | -3.4% |
| 30D | +2.7% | -22.9% | +25.5% | +4.5% |
| 3M | -4.2% | -0.3% | -3.9% | -5.7% |
| 6M | +24.7% | -22.3% | +47.1% | +24.7% |
| YTD | -17.6% | +26.2% | -43.7% | -24.5% |
| 1Y | -5.3% | +8.2% | -13.5% | -11.4% |
| 3Y | -22.0% | +570.4% | -592.4% | -49.4% |
| 5Y | -76.5% | +713.1% | -789.6% | -85.7% |
| All | -80.4% | +571.8% | -652.2% | -88.3% |
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 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