-80.4%
PATH vs TRGP
+904.6%
-985.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.5% | +7.4% | +4.4% |
| 7D | -4.8% | -6.5% | +1.7% | -2.9% |
| 30D | +2.7% | -0.4% | +3.1% | +2.4% |
| 3M | -4.2% | +8.8% | -13.0% | -7.9% |
| 6M | +24.7% | +11.0% | +13.7% | +17.6% |
| YTD | -17.6% | +57.4% | -75.0% | -33.5% |
| 1Y | -5.3% | +87.9% | -93.2% | -29.4% |
| 3Y | -22.0% | +244.4% | -266.4% | -58.3% |
| 5Y | -76.5% | +467.0% | -543.5% | -90.0% |
| All | -80.4% | +904.6% | -985.0% | -91.8% |
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