+21.6%
PATH vs TRGP
+6.8%
+14.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -5.4% |
| 7D | -5.6% | -12.6% | +7.0% | -10.4% |
| 30D | -0.7% | -4.5% | +3.8% | -1.2% |
| 3M | -5.9% | +4.9% | -10.8% | -1.0% |
| 6M | +21.6% | +5.6% | +16.0% | +24.4% |
| All | +21.6% | +6.8% | +14.8% | +24.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling