-81.2%
PATH vs XEL
+32.3%
-113.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -5.3% | -0.2% | -5.1% | -5.3% |
| 30D | -0.5% | +10.0% | -10.5% | -0.3% |
| 3M | -7.1% | +4.3% | -11.5% | -7.1% |
| 6M | +23.8% | +0.5% | +23.4% | +23.9% |
| YTD | -20.7% | +10.4% | -31.0% | -21.4% |
| 1Y | -8.1% | +2.0% | -10.1% | -8.1% |
| 3Y | -21.8% | +45.6% | -67.4% | -25.1% |
| 5Y | -76.8% | +46.6% | -123.5% | -76.6% |
| All | -81.2% | +32.3% | -113.4% | -82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling