-21.8%
PATH vs TRGP
+227.6%
-249.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -3.1% |
| 7D | -5.6% | -12.6% | +7.0% | -4.1% |
| 30D | -0.7% | -4.5% | +3.8% | -0.3% |
| 3M | -5.9% | +4.9% | -10.8% | -7.1% |
| 6M | +21.6% | +5.6% | +16.0% | +18.8% |
| YTD | -20.6% | +50.1% | -70.7% | -30.1% |
| 1Y | -10.6% | +70.2% | -80.8% | -24.4% |
| All | -21.8% | +227.6% | -249.4% | -42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling