-77.1%
PATH vs TROW
-35.4%
-41.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.6% |
| 7D | -2.7% | -1.7% | -1.1% | -1.2% |
| 30D | -1.4% | +6.4% | -7.8% | -7.6% |
| 3M | -16.4% | -1.5% | -14.9% | -15.4% |
| 6M | +23.3% | +8.3% | +15.0% | +12.7% |
| YTD | -19.8% | +12.4% | -32.3% | -30.4% |
| 1Y | -8.6% | +12.4% | -20.9% | -20.6% |
| 3Y | -24.0% | +38.3% | -62.4% | -49.5% |
| 5Y | -77.1% | -35.2% | -42.0% | -68.0% |
| All | -77.1% | -35.4% | -41.7% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling