-77.0%
PATH vs TRI
+5.0%
-82.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +3.1% |
| 7D | -5.3% | -4.8% | -0.5% | -2.9% |
| 30D | -0.5% | +13.4% | -13.9% | -10.4% |
| 3M | -7.1% | +13.1% | -20.3% | -15.8% |
| 6M | +23.8% | +24.4% | -0.6% | +3.4% |
| YTD | -20.7% | -11.4% | -9.2% | -14.7% |
| 1Y | -8.1% | -15.6% | +7.5% | +2.7% |
| 3Y | -21.8% | -6.5% | -15.4% | -36.4% |
| All | -77.0% | +5.0% | -82.0% | -86.1% |
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