-75.7%
PATH vs TRMB
-37.2%
-38.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.6% | -15.7% |
| 7D | -16.3% | -2.5% | -13.8% | -14.3% |
| 30D | +9.9% | +1.5% | +8.4% | +8.6% |
| 3M | +30.2% | +6.8% | +23.4% | +23.0% |
| 6M | +37.2% | -14.9% | +52.2% | +58.0% |
| YTD | -7.3% | -24.1% | +16.8% | +18.2% |
| 1Y | +40.0% | -25.4% | +65.4% | +80.1% |
| 3Y | -4.4% | +8.0% | -12.4% | -17.3% |
| All | -75.7% | -37.2% | -38.5% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling