-81.1%
PATH vs TRMB
-32.2%
-49.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -2.8% |
| 7D | -5.6% | -17.9% | +12.3% | +8.3% |
| 30D | -0.7% | -12.0% | +11.3% | +7.1% |
| 3M | -5.9% | -8.4% | +2.6% | -2.0% |
| 6M | +21.6% | -21.5% | +43.1% | +44.7% |
| YTD | -20.6% | -31.5% | +10.9% | +6.6% |
| 1Y | -10.6% | -33.4% | +22.8% | +22.4% |
| 3Y | -24.9% | +26.5% | -51.4% | -45.9% |
| 5Y | -76.8% | -37.9% | -38.9% | -67.4% |
| All | -81.1% | -32.2% | -49.0% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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