-79.7%
PATH vs TDG
+131.6%
-211.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.5% | -6.3% | -6.9% |
| 7D | -22.8% | -0.9% | -21.8% | -22.3% |
| 30D | -6.9% | -6.5% | -0.4% | -3.2% |
| 3M | +25.4% | -5.1% | +30.5% | +27.9% |
| 6M | +18.1% | -11.5% | +29.7% | +24.4% |
| YTD | -14.5% | -13.9% | -0.6% | -9.2% |
| 1Y | +18.7% | -11.5% | +30.2% | +23.8% |
| 3Y | -24.2% | +53.7% | -77.8% | -53.5% |
| 5Y | -75.2% | +135.5% | -210.7% | -89.0% |
| All | -79.7% | +131.6% | -211.3% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TDG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling