-80.8%
PATH vs TEL
+79.1%
-159.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.8% |
| 7D | +2.1% | +4.5% | -2.4% | -1.4% |
| 30D | +1.6% | +2.9% | -1.3% | -1.5% |
| 3M | -20.4% | +1.1% | -21.6% | -22.4% |
| 6M | +40.1% | +5.0% | +35.1% | +31.3% |
| YTD | -19.0% | -3.9% | -15.2% | -23.2% |
| 1Y | -5.8% | -7.4% | +1.6% | -7.6% |
| 3Y | -22.9% | +81.0% | -103.9% | -64.5% |
| 5Y | -75.3% | +42.3% | -117.6% | -86.6% |
| All | -80.8% | +79.1% | -159.8% | -90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling