-75.2%
PATH vs TRI
+0.5%
-75.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.1% | -2.9% | +5.0% | +4.1% |
| 30D | +1.6% | +3.7% | -2.1% | -2.6% |
| 3M | -20.4% | +3.7% | -24.2% | -23.6% |
| 6M | +40.1% | +35.1% | +5.0% | +10.1% |
| YTD | -19.0% | -14.0% | -5.0% | -11.2% |
| 1Y | -5.8% | -19.0% | +13.1% | +8.5% |
| 3Y | -22.9% | -12.0% | -11.0% | -33.1% |
| All | -75.2% | +0.5% | -75.7% | -84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling