-81.2%
PATH vs SYY
+9.8%
-91.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.2% | -0.8% |
| 7D | -5.3% | -7.3% | +2.0% | -3.0% |
| 30D | -0.5% | +0.1% | -0.6% | -0.8% |
| 3M | -7.1% | -8.9% | +1.7% | -4.5% |
| 6M | +23.8% | +5.5% | +18.3% | +20.4% |
| YTD | -20.7% | +6.6% | -27.2% | -25.7% |
| 1Y | -8.1% | +7.7% | -15.8% | -14.6% |
| 3Y | -21.8% | +24.0% | -45.9% | -36.4% |
| 5Y | -76.8% | +7.3% | -84.1% | -79.1% |
| All | -81.2% | +9.8% | -91.0% | -84.6% |
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