-6.1%
PATH vs TEAM
-6.9%
+0.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.6% | -14.0% | -15.4% |
| 7D | -16.3% | -0.4% | -15.9% | -16.0% |
| 30D | +9.9% | +67.3% | -57.4% | -15.5% |
| 3M | +30.2% | +86.8% | -56.6% | -6.1% |
| 6M | +37.2% | +146.8% | -109.6% | -16.0% |
| YTD | -7.3% | +16.9% | -24.2% | -16.9% |
| 1Y | +40.0% | +12.8% | +27.2% | +27.0% |
| All | -6.1% | -6.9% | +0.8% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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