-81.2%
PATH vs TD
+133.5%
-214.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -5.3% | -1.7% | -3.6% | -4.1% |
| 30D | -0.5% | +8.2% | -8.8% | -6.3% |
| 3M | -7.1% | +1.7% | -8.9% | -8.4% |
| 6M | +23.8% | +14.2% | +9.6% | +10.3% |
| YTD | -20.7% | +32.8% | -53.4% | -38.2% |
| 1Y | -8.1% | +55.5% | -63.5% | -37.5% |
| 3Y | -21.8% | +129.6% | -151.5% | -62.6% |
| 5Y | -76.8% | +102.2% | -179.0% | -86.8% |
| All | -81.2% | +133.5% | -214.7% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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