-81.1%
PATH vs TROW
-20.9%
-60.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.4% | -0.3% | -0.6% |
| 7D | -5.6% | +2.0% | -7.5% | -7.4% |
| 30D | -0.7% | +4.9% | -5.6% | -5.2% |
| 3M | -5.9% | -4.3% | -1.6% | -2.2% |
| 6M | +21.6% | +7.0% | +14.6% | +13.0% |
| YTD | -20.6% | +10.4% | -31.0% | -29.1% |
| 1Y | -10.6% | +11.8% | -22.4% | -21.0% |
| 3Y | -24.9% | +31.5% | -56.4% | -45.1% |
| 5Y | -76.8% | -38.3% | -38.5% | -74.4% |
| All | -81.1% | -20.9% | -60.2% | -70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling