-81.4%
PATH vs TGT
-7.5%
-73.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.4% |
| 7D | -2.3% | +5.5% | -7.8% | -4.6% |
| 30D | -4.8% | +6.0% | -10.9% | -7.5% |
| 3M | -17.7% | +8.0% | -25.7% | -20.8% |
| 6M | +18.9% | +32.3% | -13.4% | +3.7% |
| YTD | -21.7% | +71.3% | -93.0% | -40.5% |
| 1Y | -9.6% | +86.8% | -96.5% | -34.3% |
| 3Y | -25.8% | +67.9% | -93.7% | -50.0% |
| 5Y | -77.1% | -25.1% | -52.0% | -76.6% |
| All | -81.4% | -7.5% | -73.9% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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