-75.7%
PATH vs TMUS
+40.3%
-116.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.5% | -13.2% | -15.5% |
| 7D | -16.3% | +0.1% | -16.4% | -16.1% |
| 30D | +9.9% | +5.3% | +4.7% | +8.4% |
| 3M | +30.2% | +3.1% | +27.0% | +28.8% |
| 6M | +37.2% | -16.5% | +53.7% | +44.3% |
| YTD | -7.3% | -9.2% | +1.8% | -6.1% |
| 1Y | +40.0% | -26.5% | +66.5% | +54.8% |
| 3Y | -4.4% | +39.0% | -43.4% | -35.8% |
| All | -75.7% | +40.3% | -116.0% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 5y: compounded portfolio wealth divided by compounded TMUS 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…
5y analysis · Full analysis span regression · 6 months rolling