-78.0%
PATH vs TMUS
+45.8%
-123.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.5% | -13.2% | -15.6% |
| 7D | -16.3% | +0.1% | -16.4% | -16.2% |
| 30D | +9.9% | +5.3% | +4.7% | +8.5% |
| 3M | +30.2% | +3.1% | +27.0% | +28.9% |
| 6M | +37.2% | -16.5% | +53.7% | +43.7% |
| YTD | -7.3% | -9.2% | +1.8% | -6.2% |
| 1Y | +40.0% | -26.5% | +66.5% | +53.6% |
| 3Y | -4.4% | +39.0% | -43.4% | -32.7% |
| 5Y | -76.0% | +40.4% | -116.4% | -84.5% |
| All | -78.0% | +45.8% | -123.8% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling