-21.8%
PATH vs TEAM
+3.3%
-25.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.5% | -0.2% | -2.1% |
| 7D | -5.6% | -10.2% | +4.6% | -0.8% |
| 30D | -0.7% | -5.5% | +4.8% | +1.8% |
| 3M | -5.9% | +61.7% | -67.6% | -26.2% |
| 6M | +21.6% | +98.5% | -76.9% | -14.7% |
| YTD | -20.6% | +13.0% | -33.7% | -27.8% |
| 1Y | -10.6% | +13.5% | -24.1% | -18.8% |
| All | -21.8% | +3.3% | -25.0% | -41.6% |
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