-8.6%
PATH vs TGT
+88.0%
-96.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -4.9% | -0.6% |
| 7D | -2.7% | +4.7% | -7.4% | -3.1% |
| 30D | -3.7% | +8.0% | -11.7% | -4.4% |
| 3M | -13.8% | +11.7% | -25.4% | -14.1% |
| 6M | +20.3% | +34.7% | -14.4% | +21.6% |
| YTD | -20.8% | +74.4% | -95.2% | -23.6% |
| All | -8.6% | +88.0% | -96.6% | -16.6% |
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