-81.0%
PATH vs SYY
+9.7%
-90.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +0.7% | +1.3% | -0.6% | +0.2% |
| 30D | -1.1% | -3.5% | +2.4% | -0.2% |
| 3M | -14.2% | -9.3% | -4.8% | -11.5% |
| 6M | +30.9% | +5.9% | +25.0% | +27.1% |
| YTD | -20.1% | +6.5% | -26.5% | -25.1% |
| 1Y | -8.1% | +4.0% | -12.1% | -13.0% |
| 3Y | -24.3% | +23.0% | -47.2% | -38.1% |
| 5Y | -75.6% | +14.3% | -89.9% | -77.9% |
| All | -81.0% | +9.7% | -90.7% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling