-81.1%
PATH vs TRI
+43.4%
-124.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -4.2% |
| 7D | -5.6% | +1.5% | -7.1% | -7.3% |
| 30D | -0.7% | +20.4% | -21.1% | -13.9% |
| 3M | -5.9% | +20.6% | -26.4% | -18.1% |
| 6M | +21.6% | +25.5% | -3.9% | +1.4% |
| YTD | -20.6% | -7.1% | -13.5% | -17.7% |
| 1Y | -10.6% | -14.7% | +4.1% | -0.7% |
| 3Y | -24.9% | -0.8% | -24.1% | -39.4% |
| 5Y | -76.8% | +10.4% | -87.3% | -85.1% |
| All | -81.1% | +43.4% | -124.6% | -90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling