-80.4%
PATH vs TEAM
-15.9%
-64.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.2% |
| 7D | -4.8% | -13.7% | +8.9% | +2.9% |
| 30D | +2.7% | -3.4% | +6.1% | +4.3% |
| 3M | -4.2% | +72.1% | -76.3% | -31.1% |
| 6M | +24.7% | +103.8% | -79.1% | -19.7% |
| YTD | -17.6% | +17.1% | -34.7% | -29.7% |
| 1Y | -5.3% | +15.1% | -20.4% | -18.4% |
| 3Y | -22.0% | +7.3% | -29.3% | -36.3% |
| 5Y | -76.5% | -57.7% | -18.8% | -73.0% |
| All | -80.4% | -15.9% | -64.5% | -83.9% |
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