-10.6%
PATH vs TMF
-22.6%
+12.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -3.8% |
| 7D | -5.6% | +2.7% | -8.3% | -5.8% |
| 30D | -0.7% | +19.3% | -20.0% | -2.1% |
| 3M | -5.9% | -3.7% | -2.2% | -6.5% |
| 6M | +21.6% | -11.3% | +32.9% | +19.6% |
| YTD | -20.6% | -16.6% | -4.0% | -21.8% |
| 1Y | -10.6% | -21.1% | +10.5% | -15.1% |
| All | -10.6% | -22.6% | +12.1% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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