-62.7%
PATH vs TPG
+85.9%
-148.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -3.3% | -4.5% | -5.6% |
| 7D | -22.8% | -2.9% | -19.9% | -21.1% |
| 30D | -6.9% | +5.0% | -12.0% | -9.4% |
| 3M | +25.4% | +24.9% | +0.5% | +8.3% |
| 6M | +18.1% | +21.1% | -3.0% | +3.4% |
| YTD | -14.5% | -17.3% | +2.7% | -4.9% |
| 1Y | +18.7% | -9.8% | +28.5% | +23.5% |
| 3Y | -24.2% | +95.4% | -119.6% | -59.1% |
| All | -62.7% | +85.9% | -148.6% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 10y: compounded portfolio wealth divided by compounded TPG 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…
10y analysis · Full analysis span regression · 6 months rolling