-5.8%
PATH vs TGT
+82.0%
-87.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | +2.1% | +2.6% | -0.6% | +1.8% |
| 30D | +1.6% | +4.7% | -3.1% | +1.2% |
| 3M | -20.4% | +4.6% | -25.0% | -20.6% |
| 6M | +40.1% | +34.9% | +5.3% | +41.8% |
| YTD | -19.0% | +70.9% | -89.9% | -21.6% |
| 1Y | -5.8% | +84.4% | -90.2% | -12.6% |
| All | -5.8% | +82.0% | -87.8% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling