-81.2%
PATH vs XEL
+33.1%
-114.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.1% |
| 7D | -2.7% | +1.1% | -3.8% | -2.7% |
| 30D | -3.7% | +8.7% | -12.4% | -3.5% |
| 3M | -13.8% | +3.5% | -17.3% | -13.7% |
| 6M | +20.3% | +2.6% | +17.7% | +20.3% |
| YTD | -20.8% | +11.1% | -31.9% | -21.5% |
| 1Y | -9.2% | +2.2% | -11.4% | -9.2% |
| 3Y | -21.8% | +51.1% | -72.9% | -25.3% |
| 5Y | -77.4% | +48.0% | -125.4% | -77.1% |
| All | -81.2% | +33.1% | -114.3% | -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