-77.0%
PATH vs TRGP
+415.2%
-492.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.8% |
| 7D | -5.3% | -16.0% | +10.7% | +0.1% |
| 30D | -0.5% | -6.4% | +5.9% | +1.2% |
| 3M | -7.1% | -1.0% | -6.2% | -8.0% |
| 6M | +23.8% | +7.0% | +16.8% | +17.5% |
| YTD | -20.7% | +46.1% | -66.8% | -35.0% |
| 1Y | -8.1% | +58.7% | -66.7% | -27.5% |
| 3Y | -21.8% | +221.9% | -243.7% | -59.3% |
| All | -77.0% | +415.2% | -492.1% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling