-80.8%
PATH vs TRGP
+948.0%
-1,028.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +2.1% | +12.4% | -10.3% | -1.8% |
| 30D | +1.6% | +2.6% | -1.0% | +0.3% |
| 3M | -20.4% | +11.9% | -32.3% | -24.1% |
| 6M | +40.1% | +13.9% | +26.2% | +31.2% |
| YTD | -19.0% | +64.2% | -83.2% | -35.6% |
| 1Y | -5.8% | +78.5% | -84.3% | -27.8% |
| 3Y | -22.9% | +272.9% | -295.9% | -60.1% |
| 5Y | -75.3% | +510.7% | -586.0% | -89.7% |
| All | -80.8% | +948.0% | -1,028.8% | -92.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling