-5.8%
PATH vs TE
-49.1%
+43.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.0% | +4.3% | +1.5% |
| 7D | +2.1% | -19.1% | +21.1% | +3.3% |
| 30D | +1.6% | -34.1% | +35.7% | +3.9% |
| 3M | -20.4% | -60.1% | +39.7% | -16.5% |
| 6M | +40.1% | -66.0% | +106.1% | +42.8% |
| YTD | -19.0% | -71.4% | +52.4% | -19.4% |
| 1Y | -5.8% | -45.3% | +39.5% | -25.2% |
| All | -5.8% | -49.1% | +43.2% | -25.2% |
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