-21.8%
PATH vs TRV
+145.3%
-167.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | -3.7% | +7.2% | -10.9% | -4.8% |
| 3M | -13.8% | +3.2% | -16.9% | -14.2% |
| 6M | +20.3% | +33.6% | -13.3% | +15.5% |
| YTD | -20.8% | +37.8% | -58.6% | -24.6% |
| 1Y | -9.2% | +43.4% | -52.6% | -14.3% |
| 3Y | -21.8% | +146.7% | -168.4% | -29.6% |
| All | -21.8% | +145.3% | -167.1% | -29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling