-5.3%
PATH vs XEL
+1.7%
-7.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +4.6% |
| 7D | -4.8% | +4.3% | -9.1% | -1.7% |
| 30D | +2.7% | +12.6% | -9.9% | +12.9% |
| 3M | -4.2% | +4.4% | -8.6% | -1.6% |
| 6M | +24.7% | +0.7% | +24.0% | +25.7% |
| YTD | -17.6% | +11.5% | -29.1% | -8.0% |
| 1Y | -5.3% | +1.7% | -7.1% | +2.0% |
| All | -5.3% | +1.7% | -7.1% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1y: compounded portfolio wealth divided by compounded XEL 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…
1y analysis · Full analysis span regression · 6 months rolling