+40.0%
PATH vs TRGP
+80.7%
-40.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -17.0% |
| 7D | -16.3% | +0.8% | -17.1% | -16.1% |
| 30D | +9.9% | +11.5% | -1.6% | +14.0% |
| 3M | +30.2% | +9.0% | +21.2% | +34.0% |
| 6M | +37.2% | +20.5% | +16.7% | +44.1% |
| YTD | -7.3% | +59.5% | -66.9% | +2.2% |
| 1Y | +40.0% | +77.9% | -37.9% | +50.3% |
| All | +40.0% | +80.7% | -40.7% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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