-81.0%
PATH vs TRI
+32.6%
-113.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.6% |
| 7D | +0.7% | -7.5% | +8.2% | +5.9% |
| 30D | -1.1% | +3.9% | -5.0% | -5.3% |
| 3M | -14.2% | +7.2% | -21.3% | -19.3% |
| 6M | +30.9% | +27.0% | +3.9% | +7.9% |
| YTD | -20.1% | -14.0% | -6.0% | -12.8% |
| 1Y | -8.1% | -17.7% | +9.6% | +3.7% |
| 3Y | -24.3% | -10.7% | -13.6% | -33.4% |
| 5Y | -75.6% | +0.6% | -76.2% | -83.3% |
| All | -81.0% | +32.6% | -113.7% | -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