-78.0%
PATH vs TRGP
+918.3%
-996.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -16.2% |
| 7D | -16.3% | +0.8% | -17.1% | -16.5% |
| 30D | +9.9% | +11.5% | -1.6% | +5.3% |
| 3M | +30.2% | +9.0% | +21.2% | +24.6% |
| 6M | +37.2% | +20.5% | +16.7% | +25.4% |
| YTD | -7.3% | +59.5% | -66.9% | -25.2% |
| 1Y | +40.0% | +77.9% | -37.9% | +6.9% |
| 3Y | -4.4% | +253.6% | -258.0% | -49.3% |
| 5Y | -76.0% | +615.5% | -691.5% | -90.4% |
| All | -78.0% | +918.3% | -996.3% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling