-5.3%
PATH vs TEL
-8.6%
+3.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | -4.8% | -0.5% | -4.3% | -4.7% |
| 30D | +2.7% | +0.6% | +2.1% | +2.5% |
| 3M | -4.2% | +2.0% | -6.1% | -4.6% |
| 6M | +24.7% | +8.1% | +16.6% | +23.4% |
| YTD | -17.6% | -2.2% | -15.4% | -19.1% |
| 1Y | -5.3% | -8.6% | +3.3% | -3.1% |
| All | -5.3% | -8.6% | +3.3% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 1y: compounded portfolio wealth divided by compounded TEL 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…
1y analysis · Full analysis span regression · 6 months rolling