-81.2%
PATH vs TE
-76.2%
-5.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.7% |
| 7D | -5.3% | -12.6% | +7.3% | -3.4% |
| 30D | -0.5% | -36.7% | +36.2% | +6.7% |
| 3M | -7.1% | -57.5% | +50.3% | +5.8% |
| 6M | +23.8% | -55.2% | +79.0% | +30.2% |
| YTD | -20.7% | -64.7% | +44.0% | -16.9% |
| 1Y | -8.1% | -35.9% | +27.8% | -17.4% |
| 3Y | -21.8% | -31.8% | +10.0% | -45.5% |
| 5Y | -76.8% | -79.4% | +2.6% | -78.5% |
| All | -81.2% | -76.2% | -5.0% | -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