-6.1%
PATH vs TROW
+12.4%
-18.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.6% | -15.9% |
| 7D | -16.3% | -1.3% | -15.0% | -15.3% |
| 30D | +9.9% | -4.5% | +14.4% | +14.1% |
| 3M | +30.2% | +3.9% | +26.3% | +25.7% |
| 6M | +37.2% | +22.6% | +14.6% | +15.5% |
| YTD | -7.3% | +10.1% | -17.5% | -15.5% |
| 1Y | +40.0% | +3.6% | +36.4% | +34.4% |
| All | -6.1% | +12.4% | -18.5% | -21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling