-81.1%
PATH vs ABT
+5.0%
-86.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.0% | -3.0% |
| 7D | -5.6% | +8.6% | -14.2% | -9.1% |
| 30D | -0.7% | +16.4% | -17.1% | -7.5% |
| 3M | -5.9% | +8.1% | -14.0% | -9.5% |
| 6M | +21.6% | +32.1% | -10.5% | +5.6% |
| YTD | -20.6% | -7.1% | -13.5% | -18.3% |
| 1Y | -10.6% | -6.5% | -4.1% | -8.6% |
| 3Y | -24.9% | +26.2% | -51.1% | -42.0% |
| 5Y | -76.8% | +0.9% | -77.7% | -79.2% |
| All | -81.1% | +5.0% | -86.1% | -82.0% |
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