-81.0%
PATH vs TRGP
+928.5%
-1,009.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.7% | -1.3% | +1.2% |
| 7D | -2.7% | +2.4% | -5.1% | -3.5% |
| 30D | -1.4% | +0.8% | -2.2% | -2.1% |
| 3M | -16.4% | +10.4% | -26.8% | -19.9% |
| 6M | +23.3% | +16.3% | +7.0% | +14.2% |
| YTD | -19.8% | +61.1% | -81.0% | -35.9% |
| 1Y | -8.6% | +71.6% | -80.2% | -28.9% |
| 3Y | -24.0% | +267.5% | -291.5% | -60.5% |
| 5Y | -77.1% | +488.1% | -565.3% | -90.4% |
| All | -81.0% | +928.5% | -1,009.4% | -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