-81.2%
PATH vs TE
-76.9%
-4.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | +0.4% |
| 7D | -2.7% | -10.5% | +7.8% | -1.2% |
| 30D | -3.7% | -32.4% | +28.7% | +2.2% |
| 3M | -13.8% | -60.9% | +47.1% | -0.3% |
| 6M | +20.3% | -62.8% | +83.1% | +31.9% |
| YTD | -20.8% | -65.7% | +44.9% | -16.6% |
| 1Y | -9.2% | -39.9% | +30.7% | -17.4% |
| 3Y | -21.8% | +10.6% | -32.4% | -52.3% |
| 5Y | -77.4% | -79.7% | +2.2% | -79.0% |
| All | -81.2% | -76.9% | -4.3% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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