-21.8%
PATH vs TE
-38.4%
+16.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -16.5% | +12.8% | -1.7% |
| 7D | -5.6% | -20.3% | +14.7% | -3.2% |
| 30D | -0.7% | -40.0% | +39.3% | +4.9% |
| 3M | -5.9% | -58.3% | +52.5% | +3.2% |
| 6M | +21.6% | -57.3% | +78.9% | +26.7% |
| YTD | -20.6% | -65.9% | +45.2% | -17.5% |
| 1Y | -10.6% | -44.3% | +33.7% | -15.2% |
| All | -21.8% | -38.4% | +16.6% | -38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling