-5.8%
PATH vs TRGP
+76.5%
-82.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.4% |
| 7D | +2.1% | +12.4% | -10.3% | +5.6% |
| 30D | +1.6% | +2.6% | -1.0% | +2.9% |
| 3M | -20.4% | +11.9% | -32.3% | -16.6% |
| 6M | +40.1% | +13.9% | +26.2% | +46.7% |
| YTD | -19.0% | +64.2% | -83.2% | -10.0% |
| 1Y | -5.8% | +78.5% | -84.3% | -6.3% |
| All | -5.8% | +76.5% | -82.3% | -6.3% |
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