-18.8%
PATH vs BA
-9.6%
-9.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.8% | +2.3% |
| 7D | -4.8% | +5.9% | -10.7% | -6.3% |
| 30D | +2.7% | -8.2% | +10.8% | +4.9% |
| 3M | -4.2% | -25.4% | +21.2% | +3.5% |
| 6M | +24.7% | -20.0% | +44.8% | +31.2% |
| YTD | -17.6% | -18.5% | +0.9% | -14.2% |
| 1Y | -5.3% | -10.6% | +5.3% | -4.6% |
| All | -18.8% | -9.6% | -9.1% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 3y: compounded portfolio wealth divided by compounded BA 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…
3y analysis · Full analysis span regression · 6 months rolling