+37.2%
PATH vs XEL
-7.3%
+44.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.8% | -15.8% | -17.3% |
| 7D | -16.3% | -1.0% | -15.4% | -17.1% |
| 30D | +9.9% | -1.9% | +11.8% | +8.0% |
| 3M | +30.2% | -1.9% | +32.1% | +29.1% |
| 6M | +37.2% | -7.4% | +44.7% | +29.7% |
| All | +37.2% | -7.3% | +44.6% | +29.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling