-81.2%
PATH vs TRV
+181.2%
-262.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.1% |
| 7D | -5.3% | -0.3% | -5.1% | -5.3% |
| 30D | -0.5% | +9.6% | -10.1% | -1.5% |
| 3M | -7.1% | +2.7% | -9.9% | -7.4% |
| 6M | +23.8% | +32.0% | -8.2% | +20.7% |
| YTD | -20.7% | +37.8% | -58.5% | -23.1% |
| 1Y | -8.1% | +45.2% | -53.3% | -11.4% |
| 3Y | -21.8% | +145.3% | -167.1% | -28.0% |
| 5Y | -76.8% | +172.3% | -249.1% | -78.3% |
| All | -81.2% | +181.2% | -262.4% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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