-81.0%
PATH vs TROW
-21.3%
-59.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +1.7% |
| 7D | +0.7% | -0.5% | +1.1% | +1.0% |
| 30D | -1.1% | +6.7% | -7.9% | -7.2% |
| 3M | -14.2% | -1.7% | -12.5% | -13.1% |
| 6M | +30.9% | +7.8% | +23.1% | +20.8% |
| YTD | -20.1% | +9.9% | -30.0% | -28.3% |
| 1Y | -8.1% | +8.7% | -16.8% | -16.7% |
| 3Y | -24.3% | +35.2% | -59.5% | -46.2% |
| 5Y | -75.6% | -37.5% | -38.1% | -73.0% |
| All | -81.0% | -21.3% | -59.7% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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