-8.1%
PATH vs TDG
-5.0%
-3.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.1% |
| 7D | -5.3% | +4.4% | -9.7% | -5.4% |
| 30D | -0.5% | +9.2% | -9.7% | -1.0% |
| 3M | -7.1% | -5.2% | -2.0% | -6.8% |
| 6M | +23.8% | -2.9% | +26.8% | +23.7% |
| YTD | -20.7% | -10.0% | -10.7% | -22.9% |
| 1Y | -8.1% | -5.9% | -2.2% | -19.3% |
| All | -8.1% | -5.0% | -3.0% | -19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling