-81.2%
PATH vs SYY
+10.6%
-91.7%
-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% | -8.2% | +1.1% | -4.7% |
| 6M | +23.8% | +6.3% | +17.5% | +20.1% |
| YTD | -20.7% | +7.3% | -28.0% | -25.9% |
| 1Y | -8.1% | +8.5% | -16.5% | -14.8% |
| 3Y | -21.8% | +24.9% | -46.8% | -36.6% |
| 5Y | -76.8% | +8.0% | -84.9% | -79.1% |
| All | -81.2% | +10.6% | -91.7% | -84.7% |
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