-81.0%
PATH vs TRV
+186.9%
-267.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -1.1% | +8.0% | -9.1% | -2.0% |
| 3M | -14.2% | +9.3% | -23.4% | -15.0% |
| 6M | +30.9% | +36.2% | -5.3% | +27.2% |
| YTD | -20.1% | +40.6% | -60.6% | -22.7% |
| 1Y | -8.1% | +43.1% | -51.1% | -11.3% |
| 3Y | -24.3% | +149.6% | -173.9% | -30.4% |
| 5Y | -75.6% | +181.6% | -257.3% | -77.1% |
| All | -81.0% | +186.9% | -267.9% | -82.3% |
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