-80.8%
PATH vs TRMB
-29.6%
-51.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.6% |
| 7D | +2.1% | +2.8% | -0.8% | -0.3% |
| 30D | +1.6% | -5.9% | +7.5% | +3.4% |
| 3M | -20.4% | -3.3% | -17.1% | -21.1% |
| 6M | +40.1% | +1.3% | +38.8% | +33.9% |
| YTD | -19.0% | -29.0% | +9.9% | +5.4% |
| 1Y | -5.8% | -27.8% | +21.9% | +20.5% |
| 3Y | -22.9% | +36.3% | -59.2% | -48.3% |
| 5Y | -75.3% | -35.8% | -39.5% | -66.2% |
| All | -80.8% | -29.6% | -51.1% | -75.3% |
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