-10.6%
PATH vs STT
+44.5%
-55.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.7% | +1.0% | -2.4% |
| 7D | -5.6% | -4.9% | -0.7% | -4.3% |
| 30D | -0.7% | -6.0% | +5.3% | +0.9% |
| 3M | -5.9% | -11.7% | +5.8% | -3.2% |
| 6M | +21.6% | +11.7% | +9.9% | +13.7% |
| YTD | -20.6% | +30.4% | -51.0% | -32.2% |
| 1Y | -10.6% | +43.9% | -54.5% | -31.7% |
| All | -10.6% | +44.5% | -55.1% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling