-81.2%
PATH vs ABT
+1.6%
-82.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.2% | +1.4% |
| 7D | -5.3% | +3.5% | -8.8% | -6.9% |
| 30D | -0.5% | +12.0% | -12.6% | -5.8% |
| 3M | -7.1% | +2.5% | -9.6% | -8.5% |
| 6M | +23.8% | +29.1% | -5.3% | +8.5% |
| YTD | -20.7% | -10.1% | -10.6% | -17.2% |
| 1Y | -8.1% | -9.8% | +1.8% | -4.5% |
| 3Y | -21.8% | +23.3% | -45.1% | -39.3% |
| 5Y | -76.8% | -2.4% | -74.5% | -78.9% |
| All | -81.2% | +1.6% | -82.8% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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