-21.8%
PATH vs TEL
+71.9%
-93.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -5.3% | -2.8% | -2.5% | -4.1% |
| 30D | -0.5% | -4.1% | +3.6% | +1.0% |
| 3M | -7.1% | -3.4% | -3.8% | -6.3% |
| 6M | +23.8% | -3.5% | +27.3% | +24.2% |
| YTD | -20.7% | -8.0% | -12.7% | -21.1% |
| 1Y | -8.1% | -13.7% | +5.6% | -4.1% |
| 3Y | -21.8% | +71.9% | -93.7% | -55.8% |
| All | -21.8% | +71.9% | -93.8% | -55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling