-81.1%
PATH vs XEL
+33.4%
-114.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.7% |
| 7D | -5.6% | +1.7% | -7.3% | -5.6% |
| 30D | -0.7% | +10.5% | -11.2% | -0.5% |
| 3M | -5.9% | +4.9% | -10.8% | -5.8% |
| 6M | +21.6% | +0.2% | +21.4% | +21.7% |
| YTD | -20.6% | +11.3% | -32.0% | -21.3% |
| 1Y | -10.6% | +2.1% | -12.6% | -10.5% |
| 3Y | -24.9% | +45.7% | -70.6% | -28.0% |
| 5Y | -76.8% | +47.9% | -124.8% | -76.6% |
| All | -81.1% | +33.4% | -114.6% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling