-21.8%
PATH vs TRV
+151.7%
-173.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.1% | -3.4% |
| 7D | -5.6% | +1.2% | -6.7% | -5.8% |
| 30D | -0.7% | +11.7% | -12.4% | -2.5% |
| 3M | -5.9% | +5.7% | -11.6% | -6.8% |
| 6M | +21.6% | +34.7% | -13.1% | +16.5% |
| YTD | -20.6% | +40.5% | -61.1% | -24.7% |
| 1Y | -10.6% | +47.9% | -58.4% | -16.0% |
| All | -21.8% | +151.7% | -173.5% | -32.3% |
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 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