-77.0%
PATH vs TEAM
-65.2%
-11.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -16.2% | +16.1% | +8.9% |
| 7D | -5.3% | -19.8% | +14.5% | +5.8% |
| 30D | -0.5% | -21.5% | +21.0% | +12.2% |
| 3M | -7.1% | +39.5% | -46.6% | -26.5% |
| 6M | +23.8% | +73.1% | -49.3% | -15.1% |
| YTD | -20.7% | -5.2% | -15.5% | -25.0% |
| 1Y | -8.1% | -1.6% | -6.5% | -15.0% |
| 3Y | -21.8% | -11.4% | -10.4% | -30.9% |
| All | -77.0% | -65.2% | -11.8% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling