-21.8%
PATH vs TRI
-5.2%
-16.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +2.4% |
| 7D | -5.3% | -4.8% | -0.5% | -3.5% |
| 30D | -0.5% | +13.4% | -13.9% | -8.0% |
| 3M | -7.1% | +13.1% | -20.3% | -13.4% |
| 6M | +23.8% | +24.4% | -0.6% | +9.3% |
| YTD | -20.7% | -11.4% | -9.2% | -19.9% |
| 1Y | -8.1% | -15.6% | +7.5% | -5.4% |
| 3Y | -21.8% | -6.5% | -15.4% | -9.4% |
| All | -21.8% | -5.2% | -16.6% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling