-22.9%
PATH vs TROW
+37.3%
-60.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.8% |
| 7D | +2.1% | +0.5% | +1.6% | +1.6% |
| 30D | +1.6% | +9.3% | -7.7% | -5.3% |
| 3M | -20.4% | -0.9% | -19.5% | -20.0% |
| 6M | +40.1% | +8.3% | +31.8% | +30.6% |
| YTD | -19.0% | +10.6% | -29.7% | -26.5% |
| 1Y | -5.8% | +10.5% | -16.4% | -14.4% |
| 3Y | -22.9% | +36.5% | -59.5% | -50.6% |
| All | -22.9% | +37.3% | -60.2% | -50.6% |
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