-81.2%
PATH vs TRI
+31.5%
-112.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | +2.4% |
| 7D | -2.7% | -11.4% | +8.7% | +4.8% |
| 30D | -3.7% | +4.9% | -8.6% | -8.4% |
| 3M | -13.8% | +7.0% | -20.8% | -18.8% |
| 6M | +20.3% | +18.2% | +2.1% | +4.2% |
| YTD | -20.8% | -14.8% | -6.0% | -13.1% |
| 1Y | -9.2% | -18.0% | +8.7% | +2.5% |
| 3Y | -21.8% | -12.0% | -9.8% | -30.2% |
| 5Y | -77.4% | -0.8% | -76.6% | -84.5% |
| All | -81.2% | +31.5% | -112.7% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling