-76.8%
PATH vs TRGP
+433.5%
-510.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -2.2% |
| 7D | -5.6% | -12.6% | +7.0% | -1.4% |
| 30D | -0.7% | -4.5% | +3.8% | +0.4% |
| 3M | -5.9% | +4.9% | -10.8% | -8.6% |
| 6M | +21.6% | +5.6% | +16.0% | +16.3% |
| YTD | -20.6% | +50.1% | -70.7% | -35.5% |
| 1Y | -10.6% | +70.2% | -80.8% | -31.5% |
| 3Y | -24.9% | +228.5% | -253.4% | -61.1% |
| 5Y | -76.8% | +434.1% | -510.9% | -91.1% |
| All | -76.8% | +433.5% | -510.4% | -91.1% |
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 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