-78.0%
PATH vs TEAM
-16.0%
-62.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.6% | -14.0% | -15.2% |
| 7D | -16.3% | -0.4% | -15.9% | -15.9% |
| 30D | +9.9% | +67.3% | -57.4% | -19.4% |
| 3M | +30.2% | +86.8% | -56.6% | -11.1% |
| 6M | +37.2% | +146.8% | -109.6% | -23.2% |
| YTD | -7.3% | +16.9% | -24.2% | -20.5% |
| 1Y | +40.0% | +12.8% | +27.2% | +21.4% |
| 3Y | -4.4% | -7.3% | +2.9% | -14.3% |
| 5Y | -76.0% | -50.7% | -25.3% | -73.7% |
| All | -78.0% | -16.0% | -62.0% | -81.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling