-78.0%
PATH vs SEI
+539.8%
-617.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.4% | -20.1% | -17.0% |
| 7D | -16.3% | +10.2% | -26.6% | -17.3% |
| 30D | +9.9% | -1.0% | +10.9% | +9.7% |
| 3M | +30.2% | -27.9% | +58.1% | +33.6% |
| 6M | +37.2% | +10.4% | +26.8% | +31.4% |
| YTD | -7.3% | +20.1% | -27.5% | -13.4% |
| 1Y | +40.0% | +109.7% | -69.7% | +19.8% |
| 3Y | -4.4% | +458.6% | -463.0% | -35.5% |
| 5Y | -76.0% | +775.3% | -851.3% | -85.3% |
| All | -78.0% | +539.8% | -617.8% | -86.6% |
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