-8.1%
PATH vs TE
-42.6%
+34.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.3% |
| 7D | -5.3% | -12.6% | +7.3% | -4.7% |
| 30D | -0.5% | -36.7% | +36.2% | +1.9% |
| 3M | -7.1% | -57.5% | +50.3% | -3.0% |
| 6M | +23.8% | -55.2% | +79.0% | +24.0% |
| YTD | -20.7% | -64.7% | +44.0% | -21.1% |
| 1Y | -8.1% | -35.9% | +27.8% | -22.1% |
| All | -8.1% | -42.6% | +34.5% | -22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling