-6.1%
PATH vs TRMB
+8.5%
-14.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.6% | -15.9% |
| 7D | -16.3% | -2.5% | -13.8% | -14.6% |
| 30D | +9.9% | +1.5% | +8.4% | +8.8% |
| 3M | +30.2% | +6.8% | +23.4% | +24.4% |
| 6M | +37.2% | -14.9% | +52.2% | +53.6% |
| YTD | -7.3% | -24.1% | +16.8% | +12.3% |
| 1Y | +40.0% | -25.4% | +65.4% | +70.9% |
| All | -6.1% | +8.5% | -14.7% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling