-81.0%
PATH vs XEL
+35.3%
-116.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | +0.7% | +1.4% | -0.7% | +0.7% |
| 30D | -1.1% | +9.2% | -10.3% | -0.9% |
| 3M | -14.2% | +4.5% | -18.7% | -14.1% |
| 6M | +30.9% | +3.6% | +27.3% | +31.0% |
| YTD | -20.1% | +12.9% | -33.0% | -20.7% |
| 1Y | -8.1% | +4.1% | -12.2% | -8.0% |
| 3Y | -24.3% | +52.3% | -76.6% | -27.6% |
| 5Y | -75.6% | +51.6% | -127.2% | -75.2% |
| All | -81.0% | +35.3% | -116.3% | -82.6% |
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